+44.2%
KGC vs VTEB
+3.1%
+41.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.5% |
| 7D | -1.3% | -0.8% | -0.5% | +2.7% |
| 30D | +20.3% | -1.3% | +21.6% | +28.7% |
| 3M | +8.1% | -2.1% | +10.2% | +21.0% |
| 6M | -8.8% | -1.7% | -7.1% | -1.7% |
| YTD | +10.1% | -0.6% | +10.6% | +19.1% |
| 1Y | +44.2% | +3.1% | +41.1% | +39.1% |
| All | +44.2% | +3.1% | +41.1% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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