+10.1%
KNRG vs VT
+28.5%
-18.3%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -0.7% | +2.4% | -3.0% | -1.0% |
| 30D | +0.7% | -1.5% | +2.2% | +0.9% |
| 3M | -0.8% | -4.1% | +3.4% | -0.2% |
| 6M | +0.5% | +0.6% | 0.0% | +0.4% |
| YTD | +2.6% | +11.0% | -8.4% | +0.5% |
| 1Y | +3.9% | +13.3% | -9.4% | +1.3% |
| All | +10.1% | +28.5% | -18.3% | +2.6% |
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