+429.6%
KNX vs VT
+374.2%
+55.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +7.4% | +0.4% | +6.9% | +7.0% |
| 30D | +2.0% | +1.0% | +1.0% | +1.2% |
| 3M | -7.9% | +2.4% | -10.3% | -9.8% |
| 6M | +14.4% | +12.0% | +2.4% | +3.9% |
| YTD | +38.9% | +15.3% | +23.6% | +23.1% |
| 1Y | +65.9% | +22.6% | +43.3% | +39.6% |
| 3Y | +35.8% | +74.7% | -38.8% | -14.7% |
| 5Y | +43.3% | +66.1% | -22.8% | -6.1% |
| 10Y | +179.6% | +225.0% | -45.4% | +4.4% |
| All | +429.6% | +374.2% | +55.4% | +61.5% |
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