+35.7%
KVHI vs VT
+72.7%
-37.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.3% |
| 7D | +1.0% | -2.0% | +3.0% | +2.3% |
| 30D | -7.9% | -1.4% | -6.4% | -6.9% |
| 3M | -6.3% | +4.7% | -11.0% | -8.7% |
| 6M | +5.2% | +11.4% | -6.2% | 0.0% |
| YTD | +2.4% | +13.1% | -10.6% | -3.2% |
| 1Y | +21.8% | +19.0% | +2.8% | +12.7% |
| All | +35.7% | +72.7% | -37.0% | -0.7% |
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