+15.5%
KMT vs VT
+74.4%
-59.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | -20.6% | -0.1% | -20.5% | -20.3% |
| 30D | -24.1% | -3.1% | -21.0% | -20.9% |
| 3M | -22.8% | -3.5% | -19.3% | -19.1% |
| 6M | -32.1% | +0.5% | -32.5% | -32.3% |
| YTD | -13.2% | +10.8% | -24.0% | -23.3% |
| 1Y | -8.9% | +11.9% | -20.8% | -20.4% |
| 3Y | +15.5% | +73.0% | -57.5% | -48.3% |
| All | +15.5% | +74.4% | -59.0% | -48.3% |
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