-2.9%
KNF vs VT
+69.4%
-72.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -3.9% | -1.8% |
| 7D | -0.6% | -4.2% | +3.6% | +6.3% |
| 30D | +7.6% | -5.8% | +13.4% | +18.0% |
| 3M | -15.5% | -5.2% | -10.3% | -8.0% |
| 6M | -34.3% | +0.1% | -34.4% | -34.5% |
| YTD | -18.6% | +8.2% | -26.9% | -28.0% |
| 1Y | -20.7% | +10.1% | -30.8% | -31.7% |
| All | -2.9% | +69.4% | -72.3% | -52.3% |
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