+102.3%
KNSL vs VT
+57.5%
+44.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.3% |
| 7D | +3.7% | -0.1% | +3.8% | +3.6% |
| 30D | +18.0% | -3.1% | +21.1% | +20.0% |
| 3M | +8.0% | -3.5% | +11.5% | +10.0% |
| 6M | +30.6% | +0.5% | +30.2% | +28.8% |
| YTD | +1.9% | +10.8% | -8.9% | -7.1% |
| 1Y | +2.0% | +11.9% | -9.9% | -7.8% |
| 3Y | +11.9% | +73.0% | -61.1% | -29.5% |
| 5Y | +102.3% | +58.6% | +43.7% | +43.4% |
| All | +102.3% | +57.5% | +44.8% | +43.4% |
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