-22.5%
KWEB vs VEU
+155.0%
-177.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.4% | -0.8% |
| 7D | -5.6% | -1.4% | -4.1% | -3.6% |
| 30D | -10.7% | -0.4% | -10.3% | -10.2% |
| 3M | -7.4% | +2.5% | -10.0% | -11.3% |
| 6M | -19.3% | +11.1% | -30.5% | -31.6% |
| YTD | -27.8% | +16.5% | -44.3% | -42.9% |
| 1Y | -35.9% | +22.9% | -58.9% | -53.1% |
| 3Y | -1.9% | +73.4% | -75.3% | -55.4% |
| 5Y | -43.2% | +56.1% | -99.3% | -68.8% |
| All | -22.5% | +155.0% | -177.5% | -73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling