+42.1%
KJUL vs VT
+129.8%
-87.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.7% | +2.4% | -1.6% | -0.7% |
| 30D | +1.2% | -1.5% | +2.7% | +2.1% |
| 3M | -4.4% | -4.1% | -0.3% | -2.0% |
| 6M | -2.2% | +0.6% | -2.7% | -2.8% |
| YTD | +3.6% | +11.0% | -7.5% | -3.4% |
| 1Y | +6.9% | +13.3% | -6.5% | -1.6% |
| 3Y | +34.2% | +73.4% | -39.2% | -5.0% |
| 5Y | +21.0% | +57.4% | -36.5% | -12.2% |
| All | +42.1% | +129.8% | -87.8% | -14.8% |
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 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