+552.0%
KGC vs VEU
+77.0%
+474.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.8% |
| 7D | +2.4% | +1.7% | +0.8% | +0.2% |
| 30D | +9.2% | +1.0% | +8.2% | +8.0% |
| 3M | +16.7% | +5.6% | +11.1% | +9.1% |
| 6M | -7.0% | +13.7% | -20.7% | -19.8% |
| YTD | +7.5% | +17.7% | -10.2% | -10.3% |
| 1Y | +34.4% | +25.8% | +8.6% | +4.7% |
| 3Y | +552.0% | +77.1% | +474.8% | +251.9% |
| All | +552.0% | +77.0% | +474.9% | +251.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling