-87.3%
KG vs VT
+69.4%
-156.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +0.3% |
| 7D | -0.5% | -4.2% | +3.7% | +3.6% |
| 30D | -22.3% | -5.8% | -16.5% | -17.9% |
| 3M | -53.0% | -5.2% | -47.7% | -50.6% |
| 6M | -60.1% | +0.1% | -60.2% | -60.4% |
| YTD | -59.6% | +8.2% | -67.8% | -62.7% |
| 1Y | -82.5% | +10.1% | -92.6% | -84.1% |
| All | -87.3% | +69.4% | -156.7% | -95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling