-50.1%
KVYO vs VO
+57.3%
-107.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.2% |
| 7D | -12.1% | -1.5% | -10.6% | -9.9% |
| 30D | -5.2% | -3.0% | -2.1% | -0.5% |
| 3M | +14.5% | +2.8% | +11.7% | +9.8% |
| 6M | -17.6% | +10.9% | -28.6% | -30.6% |
| YTD | -49.6% | +12.5% | -62.1% | -58.4% |
| 1Y | -48.6% | +12.0% | -60.5% | -57.2% |
| All | -50.1% | +57.3% | -107.3% | -77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling