+18.1%
KJUN vs VT
+49.9%
-31.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +0.9% | +1.0% | -0.1% | +0.3% |
| 30D | -0.8% | -0.2% | -0.6% | -0.7% |
| 3M | +2.9% | +4.5% | -1.6% | +0.5% |
| 6M | +6.0% | +14.1% | -8.1% | -1.6% |
| YTD | +6.8% | +14.8% | -8.0% | -1.3% |
| 1Y | +10.0% | +21.2% | -11.2% | -1.7% |
| All | +18.1% | +49.9% | -31.8% | -8.6% |
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