-57.2%
KTCC vs VT
+15.2%
-72.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.1% | +1.7% | -30.8% | -30.0% |
| 7D | -31.8% | -0.3% | -31.5% | -31.6% |
| 30D | -33.0% | -1.4% | -31.6% | -32.3% |
| 3M | -64.0% | -1.4% | -62.6% | -63.6% |
| 6M | -49.8% | +5.5% | -55.3% | -50.6% |
| YTD | -47.7% | +12.8% | -60.5% | -49.7% |
| 1Y | -57.2% | +15.4% | -72.6% | -60.0% |
| All | -57.2% | +15.2% | -72.4% | -60.0% |
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