-37.7%
KWY vs VT
+13.0%
-50.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +2.8% |
| 7D | -15.8% | +0.4% | -16.1% | -16.0% |
| 30D | -10.7% | -2.6% | -8.1% | -9.0% |
| 3M | -18.1% | -3.2% | -14.8% | -16.0% |
| 6M | -28.9% | +0.9% | -29.8% | -29.7% |
| YTD | -37.6% | +11.3% | -48.9% | -43.0% |
| All | -37.7% | +13.0% | -50.7% | -43.2% |
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