+383.2%
KNCT vs VT
+217.6%
+165.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -3.9% | -0.1% | -3.7% | -3.5% |
| 30D | -16.1% | -3.1% | -13.1% | -12.8% |
| 3M | -10.8% | -3.5% | -7.3% | -6.7% |
| 6M | -7.9% | +0.5% | -8.3% | -7.1% |
| YTD | +30.2% | +10.8% | +19.4% | +18.3% |
| 1Y | +29.1% | +11.9% | +17.2% | +16.1% |
| 3Y | +121.3% | +73.0% | +48.3% | +25.2% |
| 5Y | +77.9% | +58.6% | +19.3% | +11.2% |
| 10Y | +383.2% | +219.2% | +164.0% | +54.0% |
| All | +383.2% | +217.6% | +165.6% | +54.0% |
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