+555.2%
KGC vs VT
+75.0%
+480.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.3% | +0.4% | -1.7% | -1.7% |
| 30D | +20.3% | +1.0% | +19.3% | +19.1% |
| 3M | +8.1% | +2.4% | +5.7% | +5.7% |
| 6M | -8.8% | +12.0% | -20.8% | -18.5% |
| YTD | +10.1% | +15.3% | -5.3% | -4.0% |
| 1Y | +44.2% | +22.6% | +21.6% | +19.5% |
| All | +555.2% | +75.0% | +480.2% | +292.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling