+76.6%
KEP vs VT
+74.4%
+2.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | +5.9% | -0.1% | +6.0% | +5.9% |
| 30D | +1.6% | -3.1% | +4.7% | +4.4% |
| 3M | -8.6% | -3.5% | -5.1% | -5.6% |
| 6M | -27.5% | +0.5% | -28.0% | -27.4% |
| YTD | -32.1% | +10.8% | -42.8% | -36.5% |
| 1Y | -30.0% | +11.9% | -41.9% | -35.0% |
| 3Y | +76.6% | +73.0% | +3.6% | +46.2% |
| All | +76.6% | +74.4% | +2.1% | +46.2% |
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