-52.0%
KSS vs VT
+66.2%
-118.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +11.1% | +0.4% | +10.6% | +10.3% |
| 30D | -1.1% | +1.0% | -2.1% | -2.6% |
| 3M | +22.8% | +2.4% | +20.4% | +17.6% |
| 6M | +29.4% | +12.0% | +17.4% | +6.1% |
| YTD | -3.0% | +15.3% | -18.4% | -24.8% |
| 1Y | +22.1% | +22.6% | -0.5% | -13.8% |
| 3Y | -10.3% | +74.7% | -84.9% | -64.2% |
| All | -52.0% | +66.2% | -118.2% | -78.9% |
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