-18.3%
KGC vs VT
+11.9%
-30.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.8% |
| 7D | -6.7% | +2.4% | -9.0% | -10.8% |
| 30D | -6.7% | -1.5% | -5.2% | -3.9% |
| 3M | -22.6% | -4.1% | -18.5% | -15.3% |
| 6M | -33.4% | +0.6% | -34.0% | -33.3% |
| YTD | -26.0% | +11.0% | -37.0% | -37.5% |
| 1Y | -18.3% | +13.3% | -31.6% | -34.0% |
| All | -18.3% | +11.9% | -30.2% | -34.0% |
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