+17.7%
KEP vs VT
+66.2%
-48.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.9% |
| 30D | -3.4% | +1.0% | -4.4% | -4.1% |
| 3M | -7.4% | +2.4% | -9.8% | -8.9% |
| 6M | -30.6% | +12.0% | -42.6% | -36.0% |
| YTD | -27.6% | +15.3% | -43.0% | -34.6% |
| 1Y | -11.8% | +22.6% | -34.3% | -23.6% |
| 3Y | +81.3% | +74.7% | +6.6% | +21.6% |
| All | +17.7% | +66.2% | -48.5% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling