-4.2%
KWT vs VT
+11.9%
-16.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.3% | +2.9% | -2.6% | -0.7% |
| 30D | +0.7% | -2.5% | +3.2% | +1.4% |
| 3M | -2.7% | -3.3% | +0.6% | -1.7% |
| 6M | -2.6% | +1.5% | -4.1% | -3.4% |
| YTD | -3.0% | +11.4% | -14.4% | -8.0% |
| 1Y | -4.2% | +11.9% | -16.1% | -9.5% |
| All | -4.2% | +11.9% | -16.0% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling