+209.3%
KIE vs VT
+215.5%
-6.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.9% |
| 7D | +0.9% | -2.3% | +3.2% | +2.9% |
| 30D | +8.0% | -5.0% | +12.9% | +12.8% |
| 3M | -1.0% | -4.9% | +3.8% | +3.2% |
| 6M | +14.8% | -1.5% | +16.4% | +15.0% |
| YTD | +8.1% | +8.5% | -0.4% | -1.8% |
| 1Y | +13.6% | +11.4% | +2.2% | +0.5% |
| 3Y | +55.7% | +70.1% | -14.4% | -10.8% |
| 5Y | +69.9% | +53.7% | +16.2% | +7.7% |
| All | +209.3% | +215.5% | -6.2% | +1.8% |
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