+181.7%
KNGZ vs VT
+176.5%
+5.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +2.9% | +2.4% | +0.5% | +1.0% |
| 30D | +6.3% | -1.5% | +7.8% | +7.5% |
| 3M | +2.2% | -4.1% | +6.4% | +5.6% |
| 6M | +13.6% | +0.6% | +13.0% | +12.8% |
| YTD | +24.3% | +11.0% | +13.2% | +14.0% |
| 1Y | +28.0% | +13.3% | +14.7% | +15.5% |
| 3Y | +76.2% | +73.4% | +2.8% | +14.1% |
| 5Y | +65.2% | +57.4% | +7.8% | +14.2% |
| All | +181.7% | +176.5% | +5.2% | +34.1% |
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 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