-55.8%
KIDS vs VT
+53.2%
-109.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.2% | +1.4% |
| 7D | +2.2% | -4.2% | +6.4% | +8.1% |
| 30D | +41.9% | -5.8% | +47.7% | +53.3% |
| 3M | +44.4% | -5.2% | +49.7% | +54.5% |
| 6M | +89.1% | +0.1% | +89.0% | +86.0% |
| YTD | +81.4% | +8.2% | +73.2% | +60.4% |
| 1Y | +96.8% | +10.1% | +86.7% | +69.8% |
| 3Y | +19.9% | +69.7% | -49.8% | -42.7% |
| 5Y | -55.8% | +53.4% | -109.2% | -74.0% |
| All | -55.8% | +53.2% | -109.0% | -74.0% |
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 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