+23.7%
KN vs VT
+261.6%
-237.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +3.7% | +0.4% | +3.2% | +3.1% |
| 30D | -10.2% | +1.0% | -11.2% | -11.2% |
| 3M | -9.8% | +2.4% | -12.2% | -11.7% |
| 6M | +33.3% | +12.0% | +21.3% | +17.5% |
| YTD | +65.6% | +15.3% | +50.3% | +41.5% |
| 1Y | +64.0% | +22.6% | +41.4% | +30.9% |
| 3Y | +124.6% | +74.7% | +49.9% | +22.4% |
| 5Y | +74.9% | +66.1% | +8.8% | +0.1% |
| 10Y | +151.7% | +225.0% | -73.3% | -36.9% |
| All | +23.7% | +261.6% | -237.9% | -71.7% |
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 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