-50.6%
KTEC vs VT
+62.5%
-113.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.1% |
| 7D | +10.1% | -2.3% | +12.4% | +13.0% |
| 30D | +1.8% | -5.0% | +6.8% | +8.1% |
| 3M | -13.2% | -4.9% | -8.3% | -8.0% |
| 6M | -17.3% | -1.5% | -15.7% | -16.3% |
| YTD | -24.7% | +8.5% | -33.2% | -32.6% |
| 1Y | -30.2% | +11.4% | -41.6% | -39.7% |
| 3Y | -0.6% | +70.1% | -70.7% | -50.5% |
| 5Y | -34.9% | +53.7% | -88.6% | -62.0% |
| All | -50.6% | +62.5% | -113.1% | -73.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling