-28.1%
KVYO vs ITOT
+9.9%
-38.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +2.8% | -2.7% | +5.5% | +4.4% |
| 30D | +19.0% | -5.2% | +24.1% | +22.7% |
| 3M | +23.8% | -4.4% | +28.2% | +27.2% |
| 6M | +31.0% | +0.4% | +30.6% | +31.3% |
| YTD | -36.2% | +8.8% | -45.0% | -39.8% |
| 1Y | -28.1% | +11.0% | -39.1% | -33.8% |
| All | -28.1% | +9.9% | -38.0% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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