+31.1%
KMPB vs VT
+82.3%
-51.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.8% | +0.4% | +0.3% | +0.6% |
| 30D | +0.6% | +1.0% | -0.4% | +0.3% |
| 3M | +4.8% | +2.4% | +2.4% | +3.9% |
| 6M | +7.0% | +12.0% | -5.0% | +2.7% |
| YTD | +9.5% | +15.3% | -5.8% | +3.9% |
| 1Y | +9.8% | +22.6% | -12.8% | +1.7% |
| 3Y | +53.5% | +74.7% | -21.2% | +22.2% |
| All | +31.1% | +82.3% | -51.3% | +1.5% |
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 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