+47.1%
KNX vs VLTO
+23.4%
+23.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.9% |
| 7D | -0.5% | -4.5% | +4.0% | +1.3% |
| 30D | +1.0% | -4.6% | +5.6% | +2.8% |
| 3M | -12.6% | +13.3% | -25.9% | -17.4% |
| 6M | +21.1% | +2.1% | +19.0% | +19.4% |
| YTD | +33.2% | -6.1% | +39.3% | +36.4% |
| 1Y | +67.8% | -11.4% | +79.2% | +76.5% |
| All | +47.1% | +23.4% | +23.7% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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