+32.8%
KMTS vs VT
+33.9%
-1.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -3.3% | -1.6% | -1.7% | -1.1% |
| 30D | +5.8% | -2.5% | +8.3% | +9.6% |
| 3M | +20.9% | -1.3% | +22.2% | +23.3% |
| 6M | +33.0% | +3.1% | +29.9% | +27.4% |
| YTD | +9.4% | +10.9% | -1.5% | -4.8% |
| 1Y | +10.5% | +12.1% | -1.5% | -5.1% |
| All | +32.8% | +33.9% | -1.0% | -2.2% |
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 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