-81.6%
KNDI vs VT
+74.2%
-155.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | 0.0% | -0.1% | +0.1% | +0.2% |
| 30D | -3.2% | -0.7% | -2.5% | -2.5% |
| 3M | -17.6% | +4.0% | -21.6% | -20.8% |
| 6M | -33.7% | +12.3% | -46.0% | -40.7% |
| YTD | -22.8% | +14.0% | -36.8% | -31.9% |
| 1Y | -55.1% | +20.3% | -75.4% | -62.3% |
| All | -81.6% | +74.2% | -155.7% | -88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling