-98.9%
KLXE vs VT
+144.6%
-243.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.7% |
| 7D | +0.7% | -2.0% | +2.7% | +3.9% |
| 30D | -0.6% | -1.4% | +0.8% | +1.6% |
| 3M | -49.3% | +4.7% | -54.1% | -53.5% |
| 6M | -40.3% | +11.4% | -51.7% | -51.7% |
| YTD | -18.5% | +13.1% | -31.6% | -35.2% |
| 1Y | -19.4% | +19.0% | -38.4% | -41.6% |
| 3Y | -86.8% | +73.9% | -160.7% | -94.7% |
| 5Y | -74.3% | +65.4% | -139.7% | -88.8% |
| All | -98.9% | +144.6% | -243.5% | -99.8% |
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