+70.9%
KPLT vs VT
+13.0%
+57.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +4.7% |
| 7D | +6.2% | +0.4% | +5.9% | +5.9% |
| 30D | +149.8% | -2.6% | +152.4% | +152.6% |
| 3M | +76.0% | -3.2% | +79.2% | +78.7% |
| 6M | +74.4% | +0.9% | +73.5% | +74.6% |
| YTD | +81.7% | +11.3% | +70.4% | +75.0% |
| All | +70.9% | +13.0% | +57.9% | +61.0% |
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