+1,081.7%
KNCT vs VT
+346.0%
+735.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -9.5% | -2.3% | -7.2% | -7.3% |
| 30D | -21.4% | -5.0% | -16.5% | -17.3% |
| 3M | -14.5% | -4.9% | -9.7% | -10.1% |
| 6M | -8.7% | -1.5% | -7.2% | -6.2% |
| YTD | +24.6% | +8.5% | +16.1% | +17.3% |
| 1Y | +25.6% | +11.4% | +14.3% | +15.6% |
| 3Y | +116.3% | +70.1% | +46.2% | +36.7% |
| 5Y | +69.8% | +53.7% | +16.1% | +18.9% |
| 10Y | +377.6% | +220.0% | +157.6% | +82.4% |
| All | +1,081.7% | +346.0% | +735.7% | +264.8% |
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 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