+147.9%
KNTK vs VT
+66.2%
+81.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.4% |
| 7D | -0.1% | +1.0% | -1.1% | -0.9% |
| 30D | +11.8% | -0.2% | +12.0% | +11.9% |
| 3M | +22.3% | +4.5% | +17.8% | +17.2% |
| 6M | +24.6% | +14.1% | +10.6% | +9.7% |
| YTD | +60.8% | +14.8% | +46.0% | +40.4% |
| 1Y | +42.2% | +21.2% | +21.0% | +18.1% |
| 3Y | +95.5% | +76.6% | +18.9% | +17.9% |
| 5Y | +147.9% | +66.6% | +81.3% | +49.9% |
| All | +147.9% | +66.2% | +81.7% | +49.9% |
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