-6.7%
KLAG vs VT
+12.3%
-19.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.5% | -5.2% |
| 7D | +20.4% | +2.4% | +18.0% | +7.6% |
| 30D | -32.5% | -1.5% | -31.0% | -21.5% |
| 3M | -53.4% | -4.1% | -49.3% | -36.7% |
| 6M | -51.7% | +0.6% | -52.3% | -42.7% |
| YTD | -4.9% | +11.0% | -15.9% | -22.5% |
| All | -6.7% | +12.3% | -19.0% | -31.2% |
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