+5.3%
KWEB vs VTEB
+25.5%
-20.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.4% |
| 7D | -5.6% | -0.9% | -4.6% | -4.8% |
| 30D | -10.7% | -2.5% | -8.2% | -8.8% |
| 3M | -7.4% | -3.0% | -4.4% | -5.1% |
| 6M | -19.3% | -2.1% | -17.2% | -17.9% |
| YTD | -27.8% | -1.5% | -26.3% | -26.8% |
| 1Y | -35.9% | +0.2% | -36.1% | -35.9% |
| 3Y | -1.9% | +8.6% | -10.5% | -7.7% |
| 5Y | -43.2% | +1.2% | -44.4% | -44.8% |
| 10Y | -21.2% | +18.1% | -39.2% | -21.3% |
| All | +5.3% | +25.5% | -20.2% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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