+10.9%
KOMP vs VT
+66.2%
-55.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.2% | +0.4% | -0.3% | -0.4% |
| 30D | -1.9% | +1.0% | -2.9% | -3.2% |
| 3M | -8.8% | +2.4% | -11.2% | -11.4% |
| 6M | +8.0% | +12.0% | -4.0% | -6.9% |
| YTD | +13.6% | +15.3% | -1.7% | -5.8% |
| 1Y | +18.7% | +22.6% | -3.9% | -9.1% |
| 3Y | +62.9% | +74.7% | -11.8% | -21.5% |
| All | +10.9% | +66.2% | -55.3% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling