-90.8%
KPLT vs VT
+57.5%
-148.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | +14.2% | -0.1% | +14.3% | +14.3% |
| 30D | +145.1% | -3.1% | +148.2% | +154.6% |
| 3M | +81.1% | -3.5% | +84.6% | +89.5% |
| 6M | +71.2% | +0.5% | +70.7% | +69.7% |
| YTD | +78.3% | +10.8% | +67.5% | +55.9% |
| 1Y | +67.7% | +11.9% | +55.8% | +44.7% |
| 3Y | -7.1% | +73.0% | -80.1% | -61.8% |
| 5Y | -90.8% | +58.6% | -149.4% | -94.8% |
| All | -90.8% | +57.5% | -148.3% | -94.8% |
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