-31.7%
KTCC vs VT
+374.2%
-405.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -12.7% | +0.4% | -13.1% | -12.9% |
| 30D | -40.8% | +1.0% | -41.8% | -41.0% |
| 3M | -38.7% | +2.4% | -41.1% | -39.4% |
| 6M | -16.3% | +12.0% | -28.3% | -21.2% |
| YTD | -13.6% | +15.3% | -29.0% | -19.8% |
| 1Y | -16.0% | +22.6% | -38.6% | -24.5% |
| 3Y | -49.8% | +74.7% | -124.5% | -62.6% |
| 5Y | -65.3% | +66.1% | -131.5% | -73.8% |
| 10Y | -69.1% | +225.0% | -294.1% | -83.9% |
| All | -31.7% | +374.2% | -405.9% | -75.9% |
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 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