-50.1%
KVYO vs VYM
+64.3%
-114.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.8% | +0.5% |
| 7D | -12.1% | -0.8% | -11.3% | -11.0% |
| 30D | -5.2% | -2.2% | -2.9% | -2.1% |
| 3M | +14.5% | +3.1% | +11.4% | +10.0% |
| 6M | -17.6% | +9.7% | -27.3% | -28.3% |
| YTD | -49.6% | +14.9% | -64.5% | -59.4% |
| 1Y | -48.6% | +17.6% | -66.1% | -60.1% |
| All | -50.1% | +64.3% | -114.4% | -79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling