+39.1%
KNG vs VT
+69.7%
-30.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +0.9% | -2.3% | +3.2% | +1.9% |
| 30D | +9.0% | -5.0% | +13.9% | +11.5% |
| 3M | +2.9% | -4.9% | +7.8% | +5.3% |
| 6M | +10.9% | -1.5% | +12.5% | +11.2% |
| YTD | +13.8% | +8.5% | +5.3% | +7.9% |
| 1Y | +18.3% | +11.4% | +6.9% | +10.4% |
| 3Y | +39.1% | +70.1% | -31.0% | -3.1% |
| All | +39.1% | +69.7% | -30.7% | -3.1% |
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