+122.9%
KOMP vs VT
+155.1%
-32.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.0% |
| 7D | -3.8% | -2.3% | -1.5% | -0.7% |
| 30D | -9.5% | -5.0% | -4.5% | -3.2% |
| 3M | -12.8% | -4.9% | -8.0% | -6.8% |
| 6M | -12.1% | -1.5% | -10.5% | -9.6% |
| YTD | +1.1% | +8.5% | -7.4% | -7.8% |
| 1Y | -1.8% | +11.4% | -13.2% | -13.3% |
| 3Y | +60.4% | +70.1% | -9.7% | -15.4% |
| 5Y | -5.1% | +53.7% | -58.8% | -42.4% |
| All | +122.9% | +155.1% | -32.1% | -23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling