+713.2%
KWR vs VT
+374.2%
+339.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -2.7% | +0.4% | -3.1% | -3.3% |
| 30D | -5.6% | +1.0% | -6.5% | -6.8% |
| 3M | +15.2% | +2.4% | +12.8% | +11.6% |
| 6M | +15.0% | +12.0% | +3.0% | -1.2% |
| YTD | +18.8% | +15.3% | +3.5% | -2.2% |
| 1Y | +16.1% | +22.6% | -6.5% | -11.8% |
| 3Y | -6.4% | +74.7% | -81.1% | -55.6% |
| 5Y | -34.7% | +66.1% | -100.8% | -66.0% |
| 10Y | +76.4% | +225.0% | -148.6% | -63.0% |
| All | +713.2% | +374.2% | +339.0% | -5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling