+619.0%
KNSA vs VT
+58.5%
+560.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +1.1% |
| 7D | +9.0% | +2.9% | +6.1% | +6.4% |
| 30D | +22.6% | -2.5% | +25.1% | +25.8% |
| 3M | +23.2% | -3.3% | +26.5% | +27.3% |
| 6M | +61.9% | +1.5% | +60.3% | +59.5% |
| YTD | +133.4% | +11.4% | +122.0% | +110.3% |
| 1Y | +137.3% | +11.9% | +125.4% | +112.6% |
| 3Y | +566.8% | +73.9% | +492.9% | +282.2% |
| 5Y | +619.0% | +57.9% | +561.2% | +419.9% |
| All | +619.0% | +58.5% | +560.5% | +419.9% |
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