+12.3%
KWM vs VT
+31.4%
-19.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +1.1% | +15.2% | +7.8% |
| 7D | +2,256.7% | +1.8% | +2,254.9% | +2,078.3% |
| 30D | +1,844.1% | +0.9% | +1,843.2% | +1,734.1% |
| 3M | +606.5% | +4.5% | +602.1% | +457.3% |
| 6M | +250.0% | +8.9% | +241.1% | +168.6% |
| YTD | +612.2% | +12.4% | +599.8% | +408.9% |
| 1Y | -21.9% | +24.9% | -46.8% | -59.0% |
| All | +12.3% | +31.4% | -19.1% | -45.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling