+88.3%
KF vs VT
+53.4%
+34.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.6% |
| 7D | -10.5% | -2.3% | -8.2% | -7.7% |
| 30D | -25.5% | -5.0% | -20.6% | -20.4% |
| 3M | -16.3% | -4.9% | -11.4% | -10.4% |
| 6M | -27.6% | -1.5% | -26.0% | -23.9% |
| YTD | +35.4% | +8.5% | +26.9% | +30.9% |
| 1Y | +43.9% | +11.4% | +32.6% | +36.0% |
| 3Y | +145.6% | +70.1% | +75.5% | +61.2% |
| All | +88.3% | +53.4% | +34.8% | +32.7% |
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