-38.2%
KWEB vs VT
+11.9%
-50.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.7% |
| 7D | -7.5% | +2.9% | -10.4% | -9.7% |
| 30D | -7.3% | -2.5% | -4.8% | -5.3% |
| 3M | -16.8% | -3.3% | -13.5% | -14.3% |
| 6M | -21.4% | +1.5% | -22.9% | -23.2% |
| YTD | -32.7% | +11.4% | -44.1% | -40.6% |
| 1Y | -38.2% | +11.9% | -50.1% | -45.7% |
| All | -38.2% | +11.9% | -50.0% | -45.7% |
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