+454.5%
KGC vs VIG
+63.6%
+390.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.6% |
| 7D | +2.4% | -0.4% | +2.9% | +2.9% |
| 30D | +9.2% | -2.1% | +11.3% | +11.5% |
| 3M | +16.7% | +3.3% | +13.4% | +13.5% |
| 6M | -7.0% | +9.3% | -16.3% | -13.7% |
| YTD | +7.5% | +10.1% | -2.7% | -0.9% |
| 1Y | +34.4% | +14.7% | +19.6% | +19.9% |
| 3Y | +552.0% | +56.9% | +495.0% | +337.2% |
| 5Y | +454.5% | +62.9% | +391.6% | +251.7% |
| All | +454.5% | +63.6% | +390.9% | +251.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling