+67.7%
KPLT vs VT
+12.5%
+55.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | +14.2% | -0.1% | +14.3% | +14.1% |
| 30D | +145.1% | -3.1% | +148.2% | +148.5% |
| 3M | +81.1% | -3.5% | +84.6% | +84.3% |
| 6M | +71.2% | +0.5% | +70.7% | +71.8% |
| YTD | +78.3% | +10.8% | +67.5% | +72.2% |
| 1Y | +67.7% | +11.9% | +55.8% | +58.4% |
| All | +67.7% | +12.5% | +55.2% | +58.4% |
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