+43.6%
KOPN vs VT
+374.2%
-330.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | -4.5% | +0.4% | -4.9% | -5.1% |
| 30D | +8.4% | +1.0% | +7.4% | +6.8% |
| 3M | -33.0% | +2.4% | -35.4% | -33.4% |
| 6M | +84.5% | +12.0% | +72.5% | +63.5% |
| YTD | +82.9% | +15.3% | +67.6% | +56.0% |
| 1Y | +100.0% | +22.6% | +77.4% | +58.1% |
| 3Y | +201.4% | +74.7% | +126.7% | +52.8% |
| 5Y | -26.8% | +66.1% | -93.0% | -57.1% |
| 10Y | +89.4% | +225.0% | -135.6% | -54.0% |
| All | +43.6% | +374.2% | -330.6% | -76.7% |
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