+2,510.0%
KINS vs VT
+345.0%
+2,165.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -4.5% |
| 7D | -5.4% | -4.2% | -1.2% | -4.2% |
| 30D | +2.5% | -5.8% | +8.3% | +4.2% |
| 3M | -6.7% | -5.2% | -1.4% | -5.3% |
| 6M | +21.3% | +0.1% | +21.2% | +21.1% |
| YTD | +13.7% | +8.2% | +5.5% | +11.1% |
| 1Y | +28.0% | +10.1% | +17.9% | +24.5% |
| 3Y | +839.9% | +69.7% | +770.3% | +724.5% |
| 5Y | +256.3% | +53.4% | +202.9% | +217.8% |
| 10Y | +110.4% | +219.2% | -108.8% | +64.8% |
| All | +2,510.0% | +345.0% | +2,165.1% | +2,121.6% |
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 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