+29.6%
KGEI vs VT
+13.3%
+16.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +5.2% |
| 7D | -6.5% | -0.7% | -5.8% | -7.2% |
| 30D | -16.3% | -1.7% | -14.6% | -17.6% |
| 3M | +1.9% | -2.3% | +4.2% | -0.1% |
| 6M | +1.1% | +1.5% | -0.4% | +4.5% |
| YTD | +38.2% | +12.0% | +26.1% | +55.3% |
| 1Y | +29.6% | +12.9% | +16.7% | +46.0% |
| All | +29.6% | +13.3% | +16.3% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling