-93.7%
KG vs VT
+53.4%
-147.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.6% |
| 7D | +8.2% | -2.3% | +10.5% | +10.6% |
| 30D | -14.2% | -5.0% | -9.3% | -10.1% |
| 3M | -51.3% | -4.9% | -46.4% | -49.1% |
| 6M | -60.8% | -1.5% | -59.3% | -60.4% |
| YTD | -57.6% | +8.5% | -66.1% | -60.9% |
| 1Y | -77.1% | +11.4% | -88.5% | -79.4% |
| 3Y | -86.7% | +70.1% | -156.8% | -91.9% |
| All | -93.7% | +53.4% | -147.1% | -95.7% |
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