+119.1%
KNG vs VT
+150.6%
-31.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | +9.0% | -2.6% | +11.6% | +11.0% |
| 3M | +4.0% | -3.2% | +7.2% | +6.4% |
| 6M | +13.1% | +0.9% | +12.1% | +11.5% |
| YTD | +15.5% | +11.3% | +4.2% | +5.0% |
| 1Y | +18.7% | +14.0% | +4.7% | +5.7% |
| 3Y | +42.7% | +75.8% | -33.1% | -12.3% |
| 5Y | +34.7% | +57.8% | -23.1% | -9.8% |
| All | +119.1% | +150.6% | -31.5% | -7.9% |
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 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