-35.8%
KTEC vs VT
+53.2%
-89.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.4% | +6.3% |
| 7D | +8.5% | -4.2% | +12.7% | +14.0% |
| 30D | -1.0% | -5.8% | +4.8% | +6.3% |
| 3M | -15.3% | -5.2% | -10.0% | -9.8% |
| 6M | -16.0% | +0.1% | -16.1% | -16.8% |
| YTD | -25.7% | +8.2% | -34.0% | -33.4% |
| 1Y | -30.6% | +10.1% | -40.7% | -39.1% |
| 3Y | -0.2% | +69.7% | -69.9% | -50.2% |
| 5Y | -35.8% | +53.4% | -89.2% | -63.2% |
| All | -35.8% | +53.2% | -89.0% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling