+534.3%
KFY vs VT
+374.2%
+160.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.1% | +0.4% | -1.5% | -1.6% |
| 30D | +2.2% | +1.0% | +1.3% | +1.1% |
| 3M | +21.6% | +2.4% | +19.2% | +17.1% |
| 6M | +37.3% | +12.0% | +25.3% | +18.6% |
| YTD | +31.4% | +15.3% | +16.1% | +9.6% |
| 1Y | +19.3% | +22.6% | -3.2% | -7.4% |
| 3Y | +77.9% | +74.7% | +3.2% | -8.6% |
| 5Y | +30.7% | +66.1% | -35.4% | -28.5% |
| 10Y | +303.9% | +225.0% | +78.9% | +8.5% |
| All | +534.3% | +374.2% | +160.1% | +16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling