+9.0%
KOP vs VT
+69.4%
-60.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.1% | -3.5% | -3.0% |
| 7D | -5.3% | -4.2% | -1.1% | -0.5% |
| 30D | -13.9% | -5.8% | -8.1% | -7.7% |
| 3M | -22.2% | -5.2% | -16.9% | -17.2% |
| 6M | -3.7% | +0.1% | -3.9% | -3.9% |
| YTD | +47.3% | +8.2% | +39.1% | +34.3% |
| 1Y | +42.6% | +10.1% | +32.5% | +27.2% |
| All | +9.0% | +69.4% | -60.4% | -46.1% |
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