-58.5%
KGEI vs VT
+405.9%
-464.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.9% |
| 7D | +3.0% | +2.9% | +0.1% | +0.6% |
| 30D | -14.7% | -2.5% | -12.2% | -13.2% |
| 3M | +2.6% | -3.3% | +5.9% | +4.8% |
| 6M | +3.0% | +1.5% | +1.4% | +0.3% |
| YTD | +41.5% | +11.4% | +30.1% | +25.9% |
| 1Y | +38.7% | +11.9% | +26.7% | +22.9% |
| 3Y | +24.7% | +73.9% | -49.2% | -23.8% |
| 5Y | +517.8% | +57.9% | +459.9% | +300.1% |
| 10Y | +363.3% | +222.6% | +140.7% | +62.3% |
| All | -58.5% | +405.9% | -464.4% | -90.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling