+63.6%
KEN vs VT
+23.3%
+40.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +2.9% | +0.4% | +2.5% | +2.4% |
| 30D | +7.6% | +1.0% | +6.6% | +6.5% |
| 3M | -13.0% | +2.4% | -15.4% | -15.2% |
| 6M | -15.4% | +12.0% | -27.4% | -23.4% |
| YTD | +9.1% | +15.3% | -6.2% | -5.2% |
| 1Y | +63.6% | +22.6% | +41.0% | +29.1% |
| All | +63.6% | +23.3% | +40.3% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling