+41.7%
KO vs VT
+13.3%
+28.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +4.0% | -1.6% | +5.6% | +3.6% |
| 30D | +10.7% | -2.5% | +13.2% | +10.1% |
| 3M | +9.8% | -1.3% | +11.1% | +9.5% |
| 6M | +22.1% | +3.1% | +19.1% | +21.9% |
| YTD | +38.2% | +10.9% | +27.3% | +37.4% |
| All | +41.7% | +13.3% | +28.5% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling