+555.0%
KGEI vs VT
+57.4%
+497.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.6% | -7.3% | -6.6% |
| 7D | -19.5% | +0.4% | -19.9% | -19.8% |
| 30D | -18.8% | -2.6% | -16.2% | -17.3% |
| 3M | +2.9% | -3.2% | +6.2% | +5.1% |
| 6M | +2.3% | +0.9% | +1.4% | +0.2% |
| YTD | +33.3% | +11.3% | +22.0% | +17.8% |
| 1Y | +26.9% | +14.0% | +12.9% | +9.4% |
| 3Y | +20.5% | +75.8% | -55.4% | -35.6% |
| 5Y | +555.0% | +57.8% | +497.2% | +293.4% |
| All | +555.0% | +57.4% | +497.6% | +293.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling