+104.1%
KXI vs VT
+224.4%
-120.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.9% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | +7.8% | -1.7% | +9.5% | +8.7% |
| 3M | +6.2% | -2.3% | +8.5% | +7.4% |
| 6M | +9.0% | +1.5% | +7.5% | +7.4% |
| YTD | +14.5% | +12.0% | +2.5% | +6.3% |
| 1Y | +15.5% | +12.9% | +2.7% | +6.7% |
| 3Y | +38.2% | +74.9% | -36.8% | -4.0% |
| 5Y | +31.4% | +59.9% | -28.5% | -4.1% |
| 10Y | +104.1% | +224.6% | -120.5% | -9.6% |
| All | +104.1% | +224.4% | -120.3% | -9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling