-11.8%
KTB vs VT
+18.7%
-30.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.8% |
| 7D | -9.5% | -2.0% | -7.5% | -8.0% |
| 30D | -11.1% | -1.4% | -9.7% | -10.0% |
| 3M | -12.2% | +4.7% | -17.0% | -15.4% |
| 6M | -1.3% | +11.4% | -12.7% | -11.6% |
| YTD | +10.7% | +13.1% | -2.3% | -5.5% |
| 1Y | -11.8% | +19.0% | -30.8% | -35.1% |
| All | -11.8% | +18.7% | -30.6% | -35.1% |
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