+76.3%
KTB vs VT
+76.6%
-0.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.6% |
| 7D | -4.6% | +1.0% | -5.6% | -5.6% |
| 30D | -7.5% | -0.2% | -7.3% | -7.3% |
| 3M | -1.4% | +4.5% | -5.9% | -6.4% |
| 6M | -5.2% | +14.1% | -19.2% | -19.2% |
| YTD | +18.4% | +14.8% | +3.6% | -0.7% |
| 1Y | -8.2% | +21.2% | -29.4% | -28.1% |
| 3Y | +76.3% | +76.6% | -0.3% | -12.4% |
| All | +76.3% | +76.6% | -0.3% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling