-46.6%
KTEC vs VT
+72.8%
-119.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.5% | +0.4% | -1.0% | -1.1% |
| 30D | -7.1% | +1.0% | -8.1% | -8.3% |
| 3M | -7.7% | +2.4% | -10.1% | -10.7% |
| 6M | -8.1% | +12.0% | -20.1% | -20.7% |
| YTD | -18.6% | +15.3% | -33.9% | -32.3% |
| 1Y | -21.5% | +22.6% | -44.1% | -39.5% |
| 3Y | +0.1% | +74.7% | -74.5% | -51.4% |
| 5Y | -36.0% | +66.1% | -102.2% | -66.0% |
| All | -46.6% | +72.8% | -119.4% | -73.1% |
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