+78.7%
KIDS vs VT
+163.7%
-84.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +4.7% |
| 7D | +8.8% | -0.3% | +9.1% | +9.3% |
| 30D | +46.4% | -1.4% | +47.8% | +49.0% |
| 3M | +60.5% | -1.4% | +61.9% | +62.9% |
| 6M | +112.4% | +5.5% | +106.9% | +97.9% |
| YTD | +88.7% | +12.8% | +75.9% | +62.5% |
| 1Y | +102.1% | +15.4% | +86.7% | +69.5% |
| 3Y | +24.7% | +76.9% | -52.2% | -35.0% |
| 5Y | -53.6% | +60.4% | -114.0% | -72.6% |
| All | +78.7% | +163.7% | -84.9% | -37.4% |
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