+1,669.8%
KNSL vs VT
+222.7%
+1,447.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | -4.6% | -0.1% | -4.4% | -4.4% |
| 30D | -2.4% | -0.7% | -1.7% | -1.8% |
| 3M | +18.7% | +4.0% | +14.7% | +13.8% |
| 6M | -0.6% | +12.3% | -12.9% | -11.6% |
| YTD | -7.9% | +14.0% | -21.9% | -19.5% |
| 1Y | -18.5% | +20.3% | -38.8% | -32.3% |
| 3Y | -11.8% | +75.4% | -87.3% | -49.3% |
| 5Y | +117.1% | +66.0% | +51.1% | +31.4% |
| 10Y | +1,669.8% | +228.2% | +1,441.6% | +496.5% |
| All | +1,669.8% | +222.7% | +1,447.1% | +496.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling