-16.0%
KTCC vs VT
+23.3%
-39.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -12.7% | +0.4% | -13.1% | -13.0% |
| 30D | -40.8% | +1.0% | -41.8% | -41.1% |
| 3M | -38.7% | +2.4% | -41.1% | -39.3% |
| 6M | -16.3% | +12.0% | -28.3% | -19.9% |
| YTD | -13.6% | +15.3% | -29.0% | -19.5% |
| 1Y | -16.0% | +22.6% | -38.6% | -21.4% |
| All | -16.0% | +23.3% | -39.4% | -21.4% |
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 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