+347.5%
KGC vs VTRS
+552.8%
-205.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.3% |
| 7D | -0.1% | -3.5% | +3.4% | +0.2% |
| 30D | +10.5% | +2.1% | +8.4% | +10.3% |
| 3M | +19.8% | +2.6% | +17.2% | +19.4% |
| 6M | -6.7% | +17.8% | -24.4% | -8.2% |
| YTD | +7.8% | +35.7% | -27.9% | +4.6% |
| 1Y | +35.7% | +63.5% | -27.8% | +29.2% |
| 3Y | +553.7% | +85.1% | +468.6% | +510.8% |
| 5Y | +461.7% | +42.5% | +419.2% | +433.9% |
| 10Y | +710.2% | -48.2% | +758.4% | +712.3% |
| All | +347.5% | +552.8% | -205.2% | +273.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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