-28.7%
KOPN vs VT
+66.2%
-94.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | -4.5% | +0.4% | -4.9% | -5.5% |
| 30D | +8.4% | +1.0% | +7.4% | +5.9% |
| 3M | -33.0% | +2.4% | -35.4% | -34.2% |
| 6M | +84.5% | +12.0% | +72.5% | +50.9% |
| YTD | +82.9% | +15.3% | +67.6% | +40.9% |
| 1Y | +100.0% | +22.6% | +77.4% | +37.4% |
| 3Y | +201.4% | +74.7% | +126.7% | +8.6% |
| All | -28.7% | +66.2% | -94.9% | -64.5% |
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