+109.3%
KN vs VT
+215.5%
-106.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.8% |
| 7D | -4.9% | -2.3% | -2.6% | -1.9% |
| 30D | -17.9% | -5.0% | -12.9% | -12.3% |
| 3M | -20.6% | -4.9% | -15.7% | -15.2% |
| 6M | -7.9% | -1.5% | -6.4% | -4.7% |
| YTD | +45.9% | +8.5% | +37.4% | +35.5% |
| 1Y | +38.9% | +11.4% | +27.5% | +25.3% |
| 3Y | +97.4% | +70.1% | +27.3% | +14.8% |
| 5Y | +47.5% | +53.7% | -6.2% | -4.9% |
| All | +109.3% | +215.5% | -106.2% | -45.6% |
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