+352.5%
KGEI vs VT
+224.4%
+128.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.5% |
| 7D | -6.5% | -0.7% | -5.8% | -6.1% |
| 30D | -16.3% | -1.7% | -14.6% | -15.5% |
| 3M | +1.9% | -2.3% | +4.2% | +3.0% |
| 6M | +1.1% | +1.5% | -0.4% | -0.8% |
| YTD | +38.2% | +12.0% | +26.1% | +25.4% |
| 1Y | +29.6% | +12.9% | +16.7% | +17.0% |
| 3Y | +21.7% | +74.9% | -53.2% | -19.0% |
| 5Y | +503.3% | +59.9% | +443.4% | +312.1% |
| 10Y | +352.5% | +224.6% | +127.9% | +229.5% |
| All | +352.5% | +224.4% | +128.1% | +229.5% |
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