+2,001.8%
KNSL vs VT
+232.6%
+1,769.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.5% | -2.5% |
| 7D | -2.0% | +0.4% | -2.4% | -2.3% |
| 30D | +0.7% | +1.0% | -0.3% | -0.2% |
| 3M | +26.3% | +2.4% | +23.9% | +22.6% |
| 6M | -2.5% | +12.0% | -14.5% | -13.1% |
| YTD | -4.4% | +15.3% | -19.7% | -17.3% |
| 1Y | -18.6% | +22.6% | -41.2% | -33.5% |
| 3Y | -6.9% | +74.7% | -81.6% | -46.1% |
| 5Y | +106.1% | +66.1% | +39.9% | +25.0% |
| 10Y | +1,791.4% | +225.0% | +1,566.4% | +545.2% |
| All | +2,001.8% | +232.6% | +1,769.2% | +609.5% |
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 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