+73.1%
KJAN vs VT
+116.8%
-43.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | +1.2% | -3.1% | +4.2% | +3.3% |
| 3M | 0.0% | -3.5% | +3.5% | +2.3% |
| 6M | +3.8% | +0.5% | +3.4% | +3.2% |
| YTD | +11.5% | +10.8% | +0.7% | +3.4% |
| 1Y | +13.3% | +11.9% | +1.4% | +4.4% |
| 3Y | +54.7% | +73.0% | -18.2% | +5.9% |
| 5Y | +44.5% | +58.6% | -14.1% | +3.8% |
| All | +73.1% | +116.8% | -43.7% | -3.8% |
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