+194.0%
KTB vs VT
+148.1%
+46.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | +7.6% | -0.1% | +7.8% | +7.9% |
| 30D | +26.2% | -3.1% | +29.2% | +31.1% |
| 3M | +8.1% | -3.5% | +11.6% | +12.9% |
| 6M | +14.1% | +0.5% | +13.6% | +12.9% |
| YTD | +38.6% | +10.8% | +27.8% | +20.1% |
| 1Y | +18.5% | +11.9% | +6.6% | +1.4% |
| 3Y | +85.1% | +73.0% | +12.1% | -9.0% |
| 5Y | +67.3% | +58.6% | +8.7% | -6.4% |
| All | +194.0% | +148.1% | +46.0% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling