+484.4%
KOD vs VT
+12.5%
+471.9%
-36.2%
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% | +1.1% |
| 7D | +9.3% | -0.1% | +9.4% | +9.5% |
| 30D | +8.2% | -3.1% | +11.3% | +8.7% |
| 3M | +149.0% | -3.5% | +152.5% | +151.1% |
| 6M | +163.5% | +0.5% | +163.0% | +158.0% |
| YTD | +286.5% | +10.8% | +275.7% | +277.5% |
| 1Y | +484.4% | +11.9% | +472.5% | +467.0% |
| All | +484.4% | +12.5% | +471.9% | +467.0% |
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