+41.1%
KO vs VG
+35.0%
+6.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.0% |
| 7D | +2.2% | -7.7% | +9.9% | +1.9% |
| 30D | +10.1% | -8.8% | +18.9% | +9.7% |
| 3M | +12.2% | -15.6% | +27.9% | +11.7% |
| 6M | +25.1% | +5.2% | +19.9% | +25.6% |
| YTD | +41.3% | +76.9% | -35.6% | +41.8% |
| 1Y | +41.1% | +42.5% | -1.4% | +42.1% |
| All | +41.1% | +35.0% | +6.1% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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