+60.4%
KOMP vs VT
+69.7%
-9.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.0% |
| 7D | -3.8% | -2.3% | -1.5% | -0.4% |
| 30D | -9.5% | -5.0% | -4.5% | -2.3% |
| 3M | -12.8% | -4.9% | -8.0% | -6.0% |
| 6M | -12.1% | -1.5% | -10.5% | -9.3% |
| YTD | +1.1% | +8.5% | -7.4% | -8.9% |
| 1Y | -1.8% | +11.4% | -13.2% | -14.6% |
| 3Y | +60.4% | +70.1% | -9.7% | -24.8% |
| All | +60.4% | +69.7% | -9.4% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling