+26.6%
KGC vs VIG
+12.7%
+13.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.4% |
| 7D | -8.4% | -2.2% | -6.2% | -4.1% |
| 30D | +6.3% | -3.2% | +9.6% | +13.6% |
| 3M | +22.4% | +3.0% | +19.4% | +15.2% |
| 6M | -11.4% | +8.1% | -19.5% | -23.1% |
| YTD | +3.1% | +9.1% | -5.9% | -12.0% |
| 1Y | +26.6% | +12.6% | +14.0% | +0.7% |
| All | +26.6% | +12.7% | +13.9% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling