-77.6%
KG vs VT
+13.3%
-90.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.2% | -3.9% |
| 7D | -11.0% | -0.7% | -10.3% | -10.4% |
| 30D | -18.9% | -1.7% | -17.1% | -17.7% |
| 3M | -56.5% | -2.3% | -54.2% | -55.8% |
| 6M | -67.2% | +1.5% | -68.8% | -67.9% |
| YTD | -62.7% | +12.0% | -74.7% | -65.8% |
| 1Y | -77.6% | +12.9% | -90.5% | -79.7% |
| All | -77.6% | +13.3% | -90.9% | -79.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling