+19.8%
KLIP vs VT
+84.9%
-65.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | -4.0% | +2.9% | -6.9% | -5.9% |
| 30D | -3.8% | -2.5% | -1.3% | -2.2% |
| 3M | -8.3% | -3.3% | -5.0% | -6.3% |
| 6M | -11.0% | +1.5% | -12.5% | -12.4% |
| YTD | -15.2% | +11.4% | -26.5% | -22.2% |
| 1Y | -17.9% | +11.9% | -29.8% | -25.0% |
| 3Y | +7.5% | +73.9% | -66.4% | -31.6% |
| All | +19.8% | +84.9% | -65.1% | -27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling