-50.3%
KIDS vs VT
+57.5%
-107.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +6.6% | -0.1% | +6.7% | +7.0% |
| 30D | +54.6% | -3.1% | +57.7% | +61.2% |
| 3M | +43.8% | -3.5% | +47.3% | +50.5% |
| 6M | +88.0% | +0.5% | +87.5% | +84.8% |
| YTD | +88.5% | +10.8% | +77.7% | +62.0% |
| 1Y | +98.9% | +11.9% | +87.0% | +68.6% |
| 3Y | +31.3% | +73.0% | -41.7% | -38.7% |
| 5Y | -50.3% | +58.6% | -108.9% | -71.6% |
| All | -50.3% | +57.5% | -107.8% | -71.6% |
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