-29.2%
KVYO vs VYM
+18.4%
-47.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.3% |
| 7D | -4.5% | -0.7% | -3.8% | -4.2% |
| 30D | +20.2% | +2.5% | +17.7% | +19.3% |
| 3M | +25.3% | -1.2% | +26.5% | +25.9% |
| 6M | +36.9% | +5.9% | +31.0% | +36.4% |
| YTD | -35.9% | +15.4% | -51.3% | -38.3% |
| All | -29.2% | +18.4% | -47.7% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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