+84.2%
KNCT vs VT
+59.8%
+24.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +2.7% |
| 7D | +1.3% | -0.7% | +2.0% | +2.5% |
| 30D | -10.6% | -1.7% | -8.9% | -8.1% |
| 3M | -7.4% | -2.3% | -5.0% | -4.0% |
| 6M | -5.3% | +1.5% | -6.9% | -5.8% |
| YTD | +35.7% | +12.0% | +23.6% | +20.0% |
| 1Y | +34.8% | +12.9% | +21.9% | +18.2% |
| 3Y | +130.6% | +74.9% | +55.6% | +19.5% |
| 5Y | +84.2% | +59.9% | +24.3% | +9.8% |
| All | +84.2% | +59.8% | +24.5% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling