+41.1%
KO vs VT
+12.5%
+28.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.8% |
| 7D | +2.2% | -0.1% | +2.4% | +2.2% |
| 30D | +10.1% | -3.1% | +13.1% | +9.4% |
| 3M | +12.2% | -3.5% | +15.7% | +11.5% |
| 6M | +25.1% | +0.5% | +24.7% | +25.1% |
| YTD | +41.3% | +10.8% | +30.5% | +40.2% |
| 1Y | +41.1% | +11.9% | +29.2% | +39.6% |
| All | +41.1% | +12.5% | +28.6% | +39.6% |
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