+180.4%
KNGZ vs VT
+177.2%
+3.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | +0.4% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | +5.9% | -2.6% | +8.5% | +8.1% |
| 3M | +2.7% | -3.2% | +5.9% | +5.3% |
| 6M | +11.7% | +0.9% | +10.8% | +10.7% |
| YTD | +23.7% | +11.3% | +12.4% | +13.2% |
| 1Y | +27.8% | +14.0% | +13.8% | +14.8% |
| 3Y | +77.2% | +75.8% | +1.3% | +13.4% |
| 5Y | +64.3% | +57.8% | +6.5% | +13.3% |
| All | +180.4% | +177.2% | +3.2% | +33.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling