+51.5%
KOP vs VT
+222.7%
-171.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +2.6% | +0.4% | +2.2% | +1.9% |
| 30D | -6.2% | +1.0% | -7.2% | -7.7% |
| 3M | +13.6% | +2.4% | +11.2% | +9.1% |
| 6M | +24.8% | +12.0% | +12.7% | +3.8% |
| YTD | +77.6% | +15.3% | +62.3% | +41.0% |
| 1Y | +68.5% | +22.6% | +45.9% | +21.0% |
| 3Y | +22.8% | +74.7% | -51.9% | -50.7% |
| 5Y | +49.0% | +66.1% | -17.2% | -34.8% |
| All | +51.5% | +222.7% | -171.3% | -78.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling