+52.9%
KNF vs VT
+71.6%
-18.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.8% |
| 7D | -1.9% | -2.3% | +0.4% | +1.9% |
| 30D | +11.6% | -5.0% | +16.5% | +20.6% |
| 3M | -16.5% | -4.9% | -11.6% | -9.6% |
| 6M | -38.4% | -1.5% | -36.8% | -37.0% |
| YTD | -19.8% | +8.5% | -28.3% | -29.1% |
| 1Y | -20.7% | +11.4% | -32.0% | -32.7% |
| 3Y | -4.3% | +70.1% | -74.4% | -54.8% |
| All | +52.9% | +71.6% | -18.7% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling