-50.1%
KVYO vs VEU
+72.8%
-122.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.7% |
| 7D | -12.1% | -1.4% | -10.7% | -11.1% |
| 30D | -5.2% | -0.4% | -4.7% | -4.9% |
| 3M | +14.5% | +2.5% | +11.9% | +11.5% |
| 6M | -17.6% | +11.1% | -28.8% | -27.7% |
| YTD | -49.6% | +16.5% | -66.1% | -59.1% |
| 1Y | -48.6% | +22.9% | -71.5% | -61.4% |
| All | -50.1% | +72.8% | -122.9% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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