+9.0%
KMT vs VT
+346.0%
-337.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.3% |
| 7D | -21.0% | -2.3% | -18.6% | -18.4% |
| 30D | -28.7% | -5.0% | -23.8% | -23.6% |
| 3M | -31.6% | -4.9% | -26.7% | -26.9% |
| 6M | -46.2% | -1.5% | -44.7% | -45.2% |
| YTD | -17.7% | +8.5% | -26.2% | -26.0% |
| 1Y | -9.6% | +11.4% | -20.9% | -21.5% |
| 3Y | +8.6% | +70.1% | -61.5% | -46.6% |
| 5Y | -30.8% | +53.7% | -84.5% | -60.5% |
| 10Y | +5.3% | +220.0% | -214.6% | -74.8% |
| All | +9.0% | +346.0% | -337.0% | -80.8% |
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 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