+364.5%
KGS vs VT
+79.4%
+285.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.5% |
| 7D | +8.5% | +0.4% | +8.1% | +8.0% |
| 30D | +9.0% | +1.0% | +8.0% | +8.0% |
| 3M | -7.4% | +2.4% | -9.8% | -9.6% |
| 6M | +9.2% | +12.0% | -2.8% | -3.0% |
| YTD | +71.4% | +15.3% | +56.1% | +47.0% |
| 1Y | +77.9% | +22.6% | +55.3% | +42.1% |
| 3Y | +294.6% | +74.7% | +220.0% | +150.1% |
| All | +364.5% | +79.4% | +285.1% | +198.0% |
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 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