+138.5%
KTB vs VT
+155.3%
-16.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.2% |
| 7D | -6.7% | -0.1% | -6.5% | -6.5% |
| 30D | -12.3% | -0.7% | -11.7% | -11.5% |
| 3M | -12.4% | +4.0% | -16.3% | -16.7% |
| 6M | -5.9% | +12.3% | -18.2% | -19.1% |
| YTD | +12.4% | +14.0% | -1.6% | -5.9% |
| 1Y | -12.0% | +20.3% | -32.3% | -31.1% |
| 3Y | +67.4% | +75.4% | -8.1% | -19.1% |
| 5Y | +52.4% | +66.0% | -13.5% | -19.3% |
| All | +138.5% | +155.3% | -16.8% | -34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling