-16.4%
KVHI vs VT
+371.8%
-388.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +4.5% | +1.0% | +3.5% | +3.5% |
| 30D | -9.8% | -0.2% | -9.6% | -9.6% |
| 3M | -5.7% | +4.5% | -10.3% | -9.4% |
| 6M | +22.5% | +14.1% | +8.4% | +9.0% |
| YTD | +3.9% | +14.8% | -10.9% | -8.3% |
| 1Y | +18.1% | +21.2% | -3.1% | -1.0% |
| 3Y | +36.1% | +76.6% | -40.5% | -22.7% |
| 5Y | -27.2% | +66.6% | -93.8% | -56.7% |
| 10Y | -17.5% | +222.3% | -239.8% | -74.1% |
| All | -16.4% | +371.8% | -388.2% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling