+174.3%
KGC vs VEU
+192.1%
-17.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.7% |
| 7D | -1.3% | +1.1% | -2.4% | -2.1% |
| 30D | +20.3% | +2.2% | +18.1% | +18.5% |
| 3M | +8.1% | +3.0% | +5.1% | +6.2% |
| 6M | -8.8% | +10.9% | -19.6% | -14.7% |
| YTD | +10.1% | +18.2% | -8.1% | -1.7% |
| 1Y | +44.2% | +28.3% | +15.9% | +21.4% |
| 3Y | +533.0% | +74.6% | +458.4% | +323.7% |
| 5Y | +443.0% | +56.4% | +386.6% | +298.6% |
| 10Y | +678.6% | +153.0% | +525.5% | +288.7% |
| All | +174.3% | +192.1% | -17.8% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling