-1.9%
KWEB vs VTV
+67.6%
-69.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | 0.0% |
| 7D | -5.6% | -1.1% | -4.5% | -4.6% |
| 30D | -10.7% | -1.0% | -9.7% | -9.8% |
| 3M | -7.4% | +4.6% | -12.1% | -11.5% |
| 6M | -19.3% | +13.5% | -32.8% | -28.7% |
| YTD | -27.8% | +18.5% | -46.3% | -38.7% |
| 1Y | -35.9% | +22.9% | -58.8% | -47.5% |
| 3Y | -1.9% | +67.8% | -69.8% | -42.3% |
| All | -1.9% | +67.6% | -69.5% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling