+660.5%
KGC vs VEU
+155.0%
+505.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.4% | -0.2% |
| 7D | -5.6% | -1.4% | -4.2% | -4.4% |
| 30D | +6.1% | -0.4% | +6.6% | +6.7% |
| 3M | +17.3% | +2.5% | +14.8% | +15.3% |
| 6M | -10.3% | +11.1% | -21.4% | -16.7% |
| YTD | +3.9% | +16.5% | -12.7% | -6.7% |
| 1Y | +25.7% | +22.9% | +2.8% | +8.7% |
| 3Y | +526.0% | +73.4% | +452.6% | +319.1% |
| 5Y | +455.5% | +56.1% | +399.4% | +292.8% |
| All | +660.5% | +155.0% | +505.6% | +254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling