+21.3%
KINS vs VT
+0.4%
+20.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -5.0% |
| 7D | -5.4% | -4.2% | -1.2% | -4.9% |
| 30D | +2.5% | -5.8% | +8.3% | +3.0% |
| 3M | -6.7% | -5.2% | -1.4% | -6.2% |
| 6M | +21.3% | +0.1% | +21.2% | +19.5% |
| All | +21.3% | +0.4% | +20.9% | +19.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling