+113.8%
KN vs VT
+222.7%
-108.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.3% |
| 7D | +12.1% | +2.9% | +9.2% | +8.4% |
| 30D | -7.1% | -2.5% | -4.6% | -3.6% |
| 3M | -12.9% | -3.3% | -9.6% | -8.6% |
| 6M | -3.6% | +1.5% | -5.1% | -3.7% |
| YTD | +58.6% | +11.4% | +47.3% | +42.9% |
| 1Y | +50.9% | +11.9% | +39.0% | +35.4% |
| 3Y | +120.4% | +73.9% | +46.5% | +24.8% |
| 5Y | +57.1% | +57.9% | -0.7% | -1.8% |
| All | +113.8% | +222.7% | -108.9% | -48.7% |
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