+65.4%
KNX vs VIG
+16.9%
+48.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +3.9% | +4.2% |
| 7D | +7.1% | -0.4% | +7.5% | +7.7% |
| 30D | +1.7% | -1.0% | +2.6% | +3.1% |
| 3M | -8.1% | +2.8% | -10.9% | -12.0% |
| 6M | +14.0% | +8.2% | +5.8% | +1.1% |
| YTD | +38.5% | +11.0% | +27.5% | +19.6% |
| 1Y | +65.4% | +16.1% | +49.3% | +40.6% |
| All | +65.4% | +16.9% | +48.6% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling