+1,308.6%
KNCT vs VT
+374.2%
+934.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | +1.0% | +1.0% | 0.0% | +0.1% |
| 3M | -6.2% | +2.4% | -8.6% | -7.7% |
| 6M | +36.3% | +12.0% | +24.3% | +23.9% |
| YTD | +48.5% | +15.3% | +33.2% | +31.6% |
| 1Y | +66.8% | +22.6% | +44.2% | +39.9% |
| 3Y | +154.6% | +74.7% | +79.9% | +56.2% |
| 5Y | +114.3% | +66.1% | +48.1% | +39.3% |
| 10Y | +456.4% | +225.0% | +231.4% | +107.4% |
| All | +1,308.6% | +374.2% | +934.5% | +309.0% |
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 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