+622.0%
KGC vs VLTO
+27.2%
+594.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -2.0% |
| 7D | -1.3% | -2.3% | +1.0% | -0.9% |
| 30D | +20.3% | -0.9% | +21.2% | +20.5% |
| 3M | +8.1% | +13.8% | -5.7% | +5.9% |
| 6M | -8.8% | +2.0% | -10.8% | -8.9% |
| YTD | +10.1% | -3.2% | +13.2% | +10.3% |
| 1Y | +44.2% | -9.2% | +53.4% | +45.9% |
| All | +622.0% | +27.2% | +594.8% | +611.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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