+97.5%
KTOS vs VT
+65.7%
+31.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.8% |
| 7D | -2.4% | -1.1% | -1.3% | -0.9% |
| 30D | -26.8% | -1.0% | -25.9% | -25.8% |
| 3M | -20.6% | +3.2% | -23.7% | -23.6% |
| 6M | -47.5% | +12.5% | -60.0% | -54.4% |
| YTD | -38.5% | +14.1% | -52.6% | -47.4% |
| 1Y | -31.0% | +18.9% | -49.9% | -43.6% |
| 3Y | +216.5% | +74.1% | +142.5% | +63.6% |
| All | +97.5% | +65.7% | +31.8% | +5.4% |
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 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