-20.5%
KVYO vs VO
+16.4%
-36.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.6% |
| 7D | +3.9% | +1.0% | +3.0% | +3.0% |
| 30D | +27.9% | +2.6% | +25.3% | +24.9% |
| 3M | +11.8% | -0.3% | +12.1% | +12.0% |
| 6M | -4.9% | +7.6% | -12.5% | -10.6% |
| YTD | -34.2% | +14.7% | -48.9% | -41.3% |
| All | -20.5% | +16.4% | -36.9% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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