-51.7%
KLAG vs VT
+1.2%
-52.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.5% | -4.9% |
| 7D | +20.4% | +2.4% | +18.0% | +5.6% |
| 30D | -32.5% | -1.5% | -31.0% | -20.3% |
| 3M | -53.4% | -4.1% | -49.3% | -33.6% |
| 6M | -51.7% | +0.6% | -52.3% | -43.7% |
| All | -51.7% | +1.2% | -52.9% | -43.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling