-42.1%
KWEB vs VO
+42.1%
-84.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.2% |
| 7D | -5.6% | -1.5% | -4.0% | -3.9% |
| 30D | -10.7% | -3.0% | -7.6% | -7.6% |
| 3M | -7.4% | +2.8% | -10.2% | -10.4% |
| 6M | -19.3% | +10.9% | -30.3% | -28.3% |
| YTD | -27.8% | +12.5% | -40.2% | -36.8% |
| 1Y | -35.9% | +12.0% | -47.9% | -43.7% |
| 3Y | -1.9% | +56.3% | -58.2% | -42.9% |
| All | -42.1% | +42.1% | -84.2% | -60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling