-42.1%
KWEB vs VTV
+80.6%
-122.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | -0.1% |
| 7D | -5.6% | -1.1% | -4.5% | -4.4% |
| 30D | -10.7% | -1.0% | -9.7% | -9.7% |
| 3M | -7.4% | +4.6% | -12.1% | -12.0% |
| 6M | -19.3% | +13.5% | -32.8% | -29.7% |
| YTD | -27.8% | +18.5% | -46.3% | -39.8% |
| 1Y | -35.9% | +22.9% | -58.8% | -48.7% |
| 3Y | -1.9% | +67.8% | -69.8% | -45.0% |
| All | -42.1% | +80.6% | -122.7% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling