+295.3%
KGEI vs VT
+222.7%
+72.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +6.0% |
| 7D | +4.8% | -0.1% | +5.0% | +4.9% |
| 30D | +29.0% | -0.7% | +29.7% | +29.4% |
| 3M | +27.8% | +4.0% | +23.8% | +23.9% |
| 6M | +39.7% | +12.3% | +27.4% | +27.4% |
| YTD | +71.0% | +14.0% | +57.0% | +53.9% |
| 1Y | +26.8% | +20.3% | +6.5% | +9.8% |
| 3Y | +56.3% | +75.4% | -19.2% | +4.3% |
| 5Y | +860.0% | +66.0% | +794.0% | +543.9% |
| 10Y | +295.3% | +228.2% | +67.1% | +150.7% |
| All | +295.3% | +222.7% | +72.6% | +150.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling