+60.1%
KTB vs VT
+66.2%
-6.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.6% |
| 7D | -4.6% | +1.0% | -5.6% | -5.7% |
| 30D | -7.5% | -0.2% | -7.3% | -7.2% |
| 3M | -1.4% | +4.5% | -5.9% | -6.7% |
| 6M | -5.2% | +14.1% | -19.2% | -19.7% |
| YTD | +18.4% | +14.8% | +3.6% | -1.2% |
| 1Y | -8.2% | +21.2% | -29.4% | -28.4% |
| 3Y | +76.3% | +76.6% | -0.3% | -14.0% |
| 5Y | +60.1% | +66.6% | -6.5% | -11.9% |
| All | +60.1% | +66.2% | -6.1% | -11.9% |
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