-99.0%
KTTA vs VT
+58.5%
-157.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -2.0% |
| 7D | 0.0% | +2.9% | -2.9% | -1.5% |
| 30D | +22.6% | -2.5% | +25.2% | +24.1% |
| 3M | +6.1% | -3.3% | +9.5% | +7.9% |
| 6M | -33.3% | +1.5% | -34.9% | -33.9% |
| YTD | -59.7% | +11.4% | -71.0% | -61.8% |
| 1Y | -26.0% | +11.9% | -37.9% | -30.1% |
| 3Y | -93.0% | +73.9% | -166.9% | -94.6% |
| 5Y | -99.0% | +57.9% | -156.9% | -98.9% |
| All | -99.0% | +58.5% | -157.5% | -98.9% |
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