-99.1%
KLXE vs VT
+140.2%
-239.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.3% | +10.6% | +10.8% |
| 7D | +28.0% | +2.4% | +25.6% | +23.6% |
| 30D | -2.3% | -1.5% | -0.8% | +0.3% |
| 3M | -24.3% | -4.1% | -20.1% | -18.8% |
| 6M | -70.0% | +0.6% | -70.6% | -70.4% |
| YTD | -32.3% | +11.0% | -43.3% | -44.4% |
| 1Y | -22.0% | +13.3% | -35.3% | -38.4% |
| 3Y | -86.4% | +73.4% | -159.8% | -94.5% |
| 5Y | -69.2% | +57.4% | -126.7% | -85.3% |
| All | -99.1% | +140.2% | -239.3% | -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