-1.2%
KSLV vs VT
+13.0%
-14.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -2.7% |
| 7D | +5.8% | +0.4% | +5.5% | +4.3% |
| 30D | -13.2% | -2.6% | -10.6% | -7.9% |
| 3M | -18.7% | -3.2% | -15.5% | -12.1% |
| 6M | -37.0% | +0.9% | -38.0% | -37.7% |
| YTD | -28.9% | +11.3% | -40.2% | -38.5% |
| All | -1.2% | +13.0% | -14.3% | -14.6% |
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 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