+355.1%
KNSA vs VT
+140.6%
+214.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -4.0% |
| 7D | -9.5% | -4.2% | -5.3% | -5.2% |
| 30D | +14.6% | -5.8% | +20.4% | +22.1% |
| 3M | +13.1% | -5.2% | +18.4% | +19.8% |
| 6M | +55.7% | +0.1% | +55.6% | +55.1% |
| YTD | +114.2% | +8.2% | +105.9% | +95.4% |
| 1Y | +125.7% | +10.1% | +115.6% | +102.1% |
| 3Y | +445.3% | +69.7% | +375.6% | +204.1% |
| 5Y | +499.7% | +53.4% | +446.4% | +277.5% |
| All | +355.1% | +140.6% | +214.6% | +79.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling