+10.8%
KLIP vs VT
+74.4%
-63.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | +1.0% | -0.1% | +1.2% | +1.0% |
| 30D | -0.9% | -3.1% | +2.2% | +1.0% |
| 3M | -6.7% | -3.5% | -3.2% | -4.7% |
| 6M | -8.4% | +0.5% | -8.9% | -9.2% |
| YTD | -12.6% | +10.8% | -23.4% | -19.2% |
| 1Y | -15.7% | +11.9% | -27.6% | -22.7% |
| 3Y | +10.8% | +73.0% | -62.2% | -24.2% |
| All | +10.8% | +74.4% | -63.7% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling