+3.0%
KSLV vs VT
+12.4%
-9.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.6% |
| 7D | +5.3% | -2.3% | +7.6% | +10.0% |
| 30D | -14.3% | -5.0% | -9.3% | -4.5% |
| 3M | -18.6% | -4.9% | -13.7% | -9.2% |
| 6M | -36.1% | -1.5% | -34.6% | -33.3% |
| YTD | -30.9% | +8.5% | -39.4% | -36.6% |
| 1Y | +1.2% | +11.4% | -10.1% | -8.7% |
| All | +3.0% | +12.4% | -9.4% | -7.8% |
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