-85.6%
KNDI vs VT
+374.2%
-459.8%
-97.2%
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 | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -11.4% | +1.0% | -12.4% | -12.4% |
| 3M | -19.5% | +2.4% | -21.9% | -21.5% |
| 6M | -37.4% | +12.0% | -49.4% | -44.3% |
| YTD | -21.5% | +15.3% | -36.9% | -32.2% |
| 1Y | -56.3% | +22.6% | -78.9% | -64.6% |
| 3Y | -81.0% | +74.7% | -155.7% | -89.4% |
| 5Y | -87.6% | +66.1% | -153.7% | -92.6% |
| 10Y | -90.0% | +225.0% | -315.0% | -96.9% |
| All | -85.6% | +374.2% | -459.8% | -96.2% |
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