+1,832.3%
KGC vs VTEB
+26.0%
+1,806.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.1% |
| 7D | -0.1% | -0.7% | +0.6% | +1.0% |
| 30D | +10.5% | -2.1% | +12.5% | +14.3% |
| 3M | +19.8% | -2.7% | +22.5% | +25.3% |
| 6M | -6.7% | -2.1% | -4.6% | -3.0% |
| YTD | +7.8% | -1.1% | +8.9% | +10.3% |
| 1Y | +35.7% | +1.3% | +34.3% | +33.7% |
| 3Y | +553.7% | +9.0% | +544.7% | +472.4% |
| 5Y | +461.7% | +1.5% | +460.2% | +448.0% |
| 10Y | +710.2% | +18.5% | +691.7% | +462.4% |
| All | +1,832.3% | +26.0% | +1,806.4% | +930.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling