+30.6%
KMTS vs VT
+30.6%
0.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -0.8% |
| 7D | -6.8% | -4.2% | -2.6% | -0.9% |
| 30D | +5.3% | -5.8% | +11.1% | +14.7% |
| 3M | +13.8% | -5.2% | +19.1% | +22.9% |
| 6M | +40.9% | +0.1% | +40.8% | +40.9% |
| YTD | +7.6% | +8.2% | -0.7% | -3.0% |
| 1Y | +7.7% | +10.1% | -2.5% | -5.1% |
| All | +30.6% | +30.6% | 0.0% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling