+19.5%
KIDS vs VT
+169.5%
-150.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -5.2% | +0.4% | -5.7% | -5.7% |
| 30D | +0.4% | +1.0% | -0.5% | -0.8% |
| 3M | +23.8% | +2.4% | +21.4% | +19.6% |
| 6M | +21.3% | +12.0% | +9.3% | +5.5% |
| YTD | +26.2% | +15.3% | +10.8% | +6.0% |
| 1Y | +8.2% | +22.6% | -14.4% | -15.2% |
| 3Y | -41.2% | +74.7% | -115.9% | -68.9% |
| 5Y | -68.7% | +66.1% | -134.8% | -82.2% |
| All | +19.5% | +169.5% | -150.0% | -59.2% |
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