-92.5%
KTUP vs VT
+15.2%
-107.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.3% | +1.7% | -26.0% | -31.0% |
| 7D | -26.0% | -0.3% | -25.7% | -26.4% |
| 30D | -31.2% | -1.4% | -29.7% | -27.9% |
| 3M | -58.4% | -1.4% | -57.0% | -56.4% |
| 6M | -75.8% | +5.5% | -81.3% | -80.4% |
| YTD | -88.1% | +12.8% | -101.0% | -93.3% |
| 1Y | -92.5% | +15.4% | -107.9% | -96.2% |
| All | -92.5% | +15.2% | -107.7% | -96.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling