-48.1%
KWM vs VT
+33.3%
-81.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +5.6% |
| 7D | -11.8% | -1.1% | -10.7% | -15.0% |
| 30D | -39.5% | -1.0% | -38.5% | -41.2% |
| 3M | +492.1% | +3.2% | +489.0% | +589.3% |
| 6M | +124.4% | +12.5% | +111.9% | +110.0% |
| YTD | +229.3% | +14.1% | +215.2% | +194.8% |
| 1Y | -35.7% | +18.9% | -54.6% | -46.8% |
| All | -48.1% | +33.3% | -81.4% | -68.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling