-91.2%
KNDI vs VT
+224.4%
-315.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -2.5% |
| 7D | -1.7% | -0.7% | -1.0% | -1.0% |
| 30D | -41.0% | -1.7% | -39.3% | -39.4% |
| 3M | -45.7% | -2.3% | -43.4% | -44.1% |
| 6M | -48.2% | +1.5% | -49.7% | -48.9% |
| YTD | -56.7% | +12.0% | -68.8% | -61.9% |
| 1Y | -68.3% | +12.9% | -81.2% | -72.3% |
| 3Y | -89.0% | +74.9% | -164.0% | -94.3% |
| 5Y | -92.1% | +59.9% | -152.1% | -95.4% |
| 10Y | -91.2% | +224.6% | -315.9% | -97.8% |
| All | -91.2% | +224.4% | -315.6% | -97.8% |
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 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