+218.5%
KTOS vs VT
+72.7%
+145.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.7% |
| 7D | -2.3% | -2.0% | -0.3% | +0.6% |
| 30D | -26.3% | -1.4% | -24.9% | -24.7% |
| 3M | -14.3% | +4.7% | -19.0% | -19.5% |
| 6M | -47.2% | +11.4% | -58.5% | -54.0% |
| YTD | -38.1% | +13.1% | -51.2% | -47.0% |
| 1Y | -28.4% | +19.0% | -47.5% | -42.0% |
| All | +218.5% | +72.7% | +145.8% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling