+84.5%
KGC vs VEU
+174.2%
-89.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -6.7% | +2.1% | -8.7% | -8.2% |
| 30D | -6.7% | -0.9% | -5.7% | -5.8% |
| 3M | -22.6% | -5.4% | -17.2% | -18.6% |
| 6M | -33.4% | -1.8% | -31.6% | -31.6% |
| YTD | -26.0% | +10.9% | -36.9% | -30.2% |
| 1Y | -18.3% | +13.6% | -31.9% | -24.3% |
| 3Y | +315.8% | +69.3% | +246.5% | +186.8% |
| 5Y | +225.7% | +48.1% | +177.6% | +151.0% |
| 10Y | +610.5% | +148.0% | +462.5% | +261.0% |
| All | +84.5% | +174.2% | -89.7% | -18.5% |
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