+150.0%
KNSA vs VT
+13.0%
+137.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +3.8% |
| 7D | +8.8% | +0.4% | +8.4% | +8.9% |
| 30D | +23.8% | -2.6% | +26.4% | +25.0% |
| 3M | +29.8% | -3.2% | +33.1% | +31.2% |
| 6M | +68.5% | +0.9% | +67.6% | +68.6% |
| YTD | +139.4% | +11.3% | +128.1% | +129.7% |
| All | +150.0% | +13.0% | +137.0% | +138.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling