-28.7%
KE vs VT
+69.7%
-98.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.1% | -6.2% |
| 7D | -25.5% | -2.3% | -23.2% | -21.8% |
| 30D | -33.7% | -5.0% | -28.8% | -27.4% |
| 3M | -27.0% | -4.9% | -22.2% | -20.0% |
| 6M | -23.4% | -1.5% | -21.9% | -19.7% |
| YTD | -30.8% | +8.5% | -39.3% | -36.4% |
| 1Y | -31.6% | +11.4% | -43.0% | -39.2% |
| 3Y | -28.7% | +70.1% | -98.8% | -68.5% |
| All | -28.7% | +69.7% | -98.4% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling