+106.3%
KOPN vs VT
+21.4%
+84.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +8.6% |
| 7D | +8.3% | +1.0% | +7.3% | +3.5% |
| 30D | +6.8% | -0.2% | +7.0% | +7.7% |
| 3M | -16.6% | +4.5% | -21.2% | -27.7% |
| 6M | +110.1% | +14.1% | +96.1% | +35.0% |
| YTD | +94.9% | +14.8% | +80.1% | +21.1% |
| 1Y | +106.3% | +21.2% | +85.1% | +3.8% |
| All | +106.3% | +21.4% | +84.9% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling