-6.1%
KGC vs VT
+10.5%
-16.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.5% |
| 7D | +10.5% | -2.3% | +12.8% | +15.0% |
| 30D | -4.1% | -5.0% | +0.9% | +6.3% |
| 3M | -13.1% | -4.9% | -8.2% | -3.4% |
| 6M | -27.5% | -1.5% | -26.0% | -24.3% |
| YTD | -20.7% | +8.5% | -29.2% | -30.1% |
| 1Y | -6.1% | +11.4% | -17.4% | -21.5% |
| All | -6.1% | +10.5% | -16.6% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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