+3.8%
KIO vs VT
+53.2%
-49.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +0.6% |
| 7D | -1.1% | -4.2% | +3.1% | +1.0% |
| 30D | -3.7% | -5.8% | +2.1% | -0.8% |
| 3M | -7.5% | -5.2% | -2.2% | -5.0% |
| 6M | -6.4% | +0.1% | -6.5% | -6.6% |
| YTD | -4.9% | +8.2% | -13.1% | -8.9% |
| 1Y | -5.8% | +10.1% | -15.9% | -10.6% |
| 3Y | +20.7% | +69.7% | -49.0% | -9.3% |
| 5Y | +3.8% | +53.4% | -49.6% | -20.0% |
| All | +3.8% | +53.2% | -49.4% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling