-89.3%
KPLT vs VT
+53.4%
-142.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.2% | +11.9% | +11.8% |
| 7D | +6.6% | -2.3% | +8.9% | +9.3% |
| 30D | +171.2% | -5.0% | +176.2% | +187.8% |
| 3M | +71.3% | -4.9% | +76.2% | +82.1% |
| 6M | +59.2% | -1.5% | +60.8% | +61.3% |
| YTD | +71.3% | +8.5% | +62.8% | +53.3% |
| 1Y | +9.1% | +11.4% | -2.3% | -6.5% |
| 3Y | -1.3% | +70.1% | -71.4% | -58.8% |
| All | -89.3% | +53.4% | -142.7% | -93.6% |
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