+165.5%
KEQU vs VT
+63.7%
+101.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | -6.1% | -2.0% | -4.1% | -5.2% |
| 30D | -4.6% | -1.4% | -3.2% | -3.9% |
| 3M | -4.0% | +4.7% | -8.7% | -6.2% |
| 6M | -17.9% | +11.4% | -29.2% | -21.9% |
| YTD | -7.7% | +13.1% | -20.7% | -12.9% |
| 1Y | -36.8% | +19.0% | -55.9% | -41.8% |
| 3Y | +93.0% | +73.9% | +19.0% | +60.4% |
| 5Y | +165.5% | +65.4% | +100.1% | +119.6% |
| All | +165.5% | +63.7% | +101.8% | +119.6% |
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