-0.1%
KGRN vs VT
+164.2%
-164.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.2% |
| 7D | -1.7% | -2.0% | +0.3% | 0.0% |
| 30D | -7.6% | -1.4% | -6.2% | -6.4% |
| 3M | -12.2% | +4.7% | -17.0% | -15.8% |
| 6M | -21.7% | +11.4% | -33.1% | -28.8% |
| YTD | -17.5% | +13.1% | -30.6% | -26.0% |
| 1Y | -21.7% | +19.0% | -40.7% | -32.7% |
| 3Y | -11.0% | +73.9% | -84.9% | -45.2% |
| 5Y | -49.4% | +65.4% | -114.8% | -67.4% |
| All | -0.1% | +164.2% | -164.3% | -55.0% |
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 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