+43.0%
KJUL vs VT
+129.3%
-86.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | +0.2% | -3.1% | +3.3% | +2.1% |
| 3M | -3.1% | -3.5% | +0.4% | -1.1% |
| 6M | -1.6% | +0.5% | -2.0% | -2.1% |
| YTD | +4.2% | +10.8% | -6.6% | -2.6% |
| 1Y | +6.1% | +11.9% | -5.8% | -1.5% |
| 3Y | +35.1% | +73.0% | -37.9% | -4.2% |
| 5Y | +22.3% | +58.6% | -36.3% | -11.5% |
| All | +43.0% | +129.3% | -86.3% | -14.2% |
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