+47.0%
KMT vs VT
+374.2%
-327.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | +5.0% | +0.4% | +4.6% | +4.4% |
| 30D | -8.6% | +1.0% | -9.6% | -9.8% |
| 3M | -5.1% | +2.4% | -7.5% | -8.1% |
| 6M | -24.9% | +12.0% | -36.9% | -35.3% |
| YTD | +11.0% | +15.3% | -4.3% | -8.1% |
| 1Y | +45.6% | +22.6% | +23.0% | +11.3% |
| 3Y | +27.8% | +74.7% | -46.9% | -39.4% |
| 5Y | -4.4% | +66.1% | -70.5% | -50.8% |
| 10Y | +42.4% | +225.0% | -182.6% | -66.7% |
| All | +47.0% | +374.2% | -327.2% | -76.2% |
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