+67.6%
KNF vs VT
+82.4%
-14.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.8% | +0.4% | -4.2% | -4.4% |
| 30D | -8.8% | +1.0% | -9.8% | -10.1% |
| 3M | -19.3% | +2.4% | -21.7% | -22.5% |
| 6M | -29.5% | +12.0% | -41.5% | -40.7% |
| YTD | -12.1% | +15.3% | -27.4% | -29.4% |
| 1Y | -21.3% | +22.6% | -43.9% | -42.8% |
| 3Y | +17.6% | +74.7% | -57.1% | -47.8% |
| All | +67.6% | +82.4% | -14.8% | -29.2% |
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