-31.7%
KWY vs VT
+21.4%
-53.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.3% |
| 7D | -2.6% | +1.0% | -3.6% | -3.4% |
| 30D | -4.0% | -0.2% | -3.8% | -3.8% |
| 3M | -3.1% | +4.5% | -7.6% | -6.6% |
| 6M | -14.6% | +14.1% | -28.7% | -24.4% |
| YTD | -26.9% | +14.8% | -41.7% | -35.3% |
| 1Y | -31.7% | +21.2% | -52.9% | -43.2% |
| All | -31.7% | +21.4% | -53.1% | -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