-91.3%
KTUP vs VT
+15.5%
-106.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.6% | -10.0% | -8.2% |
| 7D | +7.8% | +2.9% | +4.9% | -2.7% |
| 30D | -31.5% | -2.5% | -29.0% | -24.0% |
| 3M | -74.4% | -3.3% | -71.1% | -70.5% |
| 6M | -74.0% | +1.5% | -75.5% | -74.7% |
| YTD | -89.3% | +11.4% | -100.6% | -93.1% |
| 1Y | -90.2% | +11.9% | -102.1% | -93.8% |
| All | -91.3% | +15.5% | -106.7% | -95.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling