+552.0%
KGC vs VIG
+57.1%
+494.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.5% |
| 7D | +2.4% | -0.4% | +2.9% | +2.9% |
| 30D | +9.2% | -2.1% | +11.3% | +11.6% |
| 3M | +16.7% | +3.3% | +13.4% | +13.2% |
| 6M | -7.0% | +9.3% | -16.3% | -14.0% |
| YTD | +7.5% | +10.1% | -2.7% | -1.2% |
| 1Y | +34.4% | +14.7% | +19.6% | +20.0% |
| 3Y | +552.0% | +56.9% | +495.0% | +344.6% |
| All | +552.0% | +57.1% | +494.9% | +344.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling