+543.3%
KNSA vs VT
+53.4%
+489.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | +1.8% | -2.3% | +4.1% | +4.1% |
| 30D | +20.4% | -5.0% | +25.3% | +26.2% |
| 3M | +22.7% | -4.9% | +27.6% | +28.5% |
| 6M | +61.2% | -1.5% | +62.7% | +63.2% |
| YTD | +127.5% | +8.5% | +119.1% | +109.6% |
| 1Y | +143.0% | +11.4% | +131.6% | +118.2% |
| 3Y | +481.9% | +70.1% | +411.8% | +239.2% |
| All | +543.3% | +53.4% | +489.9% | +379.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling