+32.7%
KO vs VTI
+20.9%
+11.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.9% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +1.4% | 0.0% | +1.4% | +1.4% |
| 3M | +15.4% | +2.0% | +13.4% | +16.3% |
| 6M | +14.3% | +13.0% | +1.3% | +15.9% |
| YTD | +27.7% | +13.9% | +13.7% | +29.6% |
| 1Y | +32.7% | +20.0% | +12.7% | +35.9% |
| All | +32.7% | +20.9% | +11.8% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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