+306.4%
KGC vs VT
+69.4%
+237.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +5.9% |
| 7D | 0.0% | -4.2% | +4.1% | +5.4% |
| 30D | -9.3% | -5.8% | -3.5% | -2.2% |
| 3M | -15.9% | -5.2% | -10.6% | -9.6% |
| 6M | -24.9% | +0.1% | -25.0% | -23.6% |
| YTD | -23.0% | +8.2% | -31.3% | -27.3% |
| 1Y | -9.9% | +10.1% | -20.1% | -16.1% |
| All | +306.4% | +69.4% | +237.0% | +156.7% |
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