-59.0%
KPLT vs VT
+23.3%
-82.4%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | 0.0% | +16.2% | +16.2% |
| 7D | +38.8% | +0.4% | +38.4% | +38.6% |
| 30D | +24.6% | +1.0% | +23.6% | +24.4% |
| 3M | +33.6% | +2.4% | +31.2% | +33.0% |
| 6M | +35.0% | +12.0% | +23.0% | +30.9% |
| YTD | +22.3% | +15.3% | +7.0% | +17.8% |
| 1Y | -59.0% | +22.6% | -81.6% | -63.0% |
| All | -59.0% | +23.3% | -82.4% | -63.0% |
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