-34.2%
KWEB vs VT
+20.4%
-54.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.6% |
| 7D | -3.6% | -0.1% | -3.4% | -3.4% |
| 30D | -14.9% | -0.7% | -14.2% | -14.3% |
| 3M | -5.4% | +4.0% | -9.4% | -9.9% |
| 6M | -18.9% | +12.3% | -31.2% | -29.8% |
| YTD | -27.2% | +14.0% | -41.3% | -38.6% |
| 1Y | -34.2% | +20.3% | -54.5% | -47.6% |
| All | -34.2% | +20.4% | -54.7% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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