+20.5%
KGEI vs VT
+74.1%
-53.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.6% | -7.3% | -5.4% |
| 7D | -19.5% | +0.4% | -19.9% | -19.5% |
| 30D | -18.8% | -2.6% | -16.2% | -18.1% |
| 3M | +2.9% | -3.2% | +6.2% | +3.9% |
| 6M | +2.3% | +0.9% | +1.4% | +1.5% |
| YTD | +33.3% | +11.3% | +22.0% | +24.0% |
| 1Y | +26.9% | +14.0% | +12.9% | +15.6% |
| 3Y | +20.5% | +75.8% | -55.4% | -24.3% |
| All | +20.5% | +74.1% | -53.7% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling