+20.1%
KLIP vs VT
+84.4%
-64.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -4.0% | +2.4% | -6.4% | -5.6% |
| 30D | -3.2% | -1.5% | -1.7% | -2.4% |
| 3M | -7.0% | -4.1% | -2.9% | -4.4% |
| 6M | -12.0% | +0.6% | -12.5% | -12.8% |
| YTD | -14.9% | +11.0% | -26.0% | -21.9% |
| 1Y | -17.6% | +13.3% | -30.9% | -25.4% |
| 3Y | +7.3% | +73.4% | -66.1% | -31.6% |
| All | +20.1% | +84.4% | -64.3% | -27.5% |
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