+49.4%
KLAG vs VT
+15.3%
+34.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -5.9% | -2.9% |
| 7D | +11.5% | -0.1% | +11.6% | +12.2% |
| 30D | -12.5% | -0.7% | -11.9% | -8.8% |
| 3M | -39.5% | +4.0% | -43.5% | -45.7% |
| 6M | +22.2% | +12.3% | +9.9% | -15.6% |
| YTD | +52.3% | +14.0% | +38.3% | +0.1% |
| All | +49.4% | +15.3% | +34.1% | -11.1% |
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