+183.2%
KE vs VT
+221.0%
-37.7%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -4.1% | -16.8% | -16.3% |
| 7D | -24.3% | -4.2% | -20.1% | -19.8% |
| 30D | -29.0% | -5.8% | -23.2% | -23.3% |
| 3M | -23.6% | -5.2% | -18.4% | -17.9% |
| 6M | -24.7% | +0.1% | -24.8% | -23.6% |
| YTD | -26.5% | +8.2% | -34.7% | -30.9% |
| 1Y | -32.7% | +10.1% | -42.8% | -37.7% |
| 3Y | -24.8% | +69.7% | -94.5% | -55.3% |
| 5Y | -29.7% | +53.4% | -83.1% | -53.7% |
| 10Y | +46.6% | +219.2% | -172.6% | -50.2% |
| All | +183.2% | +221.0% | -37.7% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling