+2,664.2%
KINS vs VT
+363.9%
+2,300.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.2% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +8.2% | -1.4% | +9.7% | +8.6% |
| 3M | -0.8% | -1.4% | +0.6% | -0.5% |
| 6M | +30.0% | +5.5% | +24.5% | +27.8% |
| YTD | +20.4% | +12.8% | +7.6% | +16.3% |
| 1Y | +37.5% | +15.4% | +22.1% | +32.0% |
| 3Y | +895.5% | +76.9% | +818.6% | +763.0% |
| 5Y | +274.5% | +60.4% | +214.1% | +229.9% |
| 10Y | +122.8% | +232.8% | -110.0% | +72.5% |
| All | +2,664.2% | +363.9% | +2,300.3% | +2,225.1% |
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