+19.6%
KWEB vs VEU
+164.0%
-144.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | +0.3% |
| 7D | -4.3% | -1.9% | -2.4% | -1.8% |
| 30D | -13.0% | -0.7% | -12.3% | -12.2% |
| 3M | -7.6% | +4.9% | -12.4% | -14.0% |
| 6M | -21.1% | +9.8% | -31.0% | -31.3% |
| YTD | -28.2% | +15.3% | -43.5% | -41.5% |
| 1Y | -34.9% | +23.0% | -57.9% | -51.4% |
| 3Y | -0.8% | +73.5% | -74.3% | -52.3% |
| 5Y | -43.6% | +54.5% | -98.0% | -66.9% |
| 10Y | -21.7% | +150.4% | -172.1% | -71.5% |
| All | +19.6% | +164.0% | -144.4% | -57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling