+25.8%
KWY vs VT
+74.0%
-48.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +12.6% | +2.4% | +10.3% | +10.9% |
| 30D | -5.0% | -1.5% | -3.5% | -4.0% |
| 3M | -8.8% | -4.1% | -4.7% | -6.3% |
| 6M | -19.5% | +0.6% | -20.0% | -19.9% |
| YTD | -33.0% | +11.0% | -44.0% | -37.5% |
| 1Y | -29.4% | +13.3% | -42.7% | -34.9% |
| 3Y | +25.8% | +73.4% | -47.6% | -9.8% |
| All | +25.8% | +74.0% | -48.2% | -9.8% |
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