-2.8%
KMID vs VT
+31.3%
-34.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.2% | -2.3% | +2.1% | +1.8% |
| 30D | +4.2% | -5.0% | +9.1% | +8.6% |
| 3M | -4.2% | -4.9% | +0.6% | -0.3% |
| 6M | -3.9% | -1.5% | -2.3% | -2.9% |
| YTD | -0.2% | +8.5% | -8.7% | -7.7% |
| 1Y | +1.8% | +11.4% | -9.6% | -8.1% |
| All | -2.8% | +31.3% | -34.1% | -24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling