+298.6%
KXI vs VT
+346.0%
-47.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +0.6% | -2.3% | +2.9% | +1.9% |
| 30D | +10.1% | -5.0% | +15.1% | +13.2% |
| 3M | +4.8% | -4.9% | +9.7% | +7.6% |
| 6M | +6.4% | -1.5% | +7.9% | +6.7% |
| YTD | +13.6% | +8.5% | +5.1% | +7.4% |
| 1Y | +17.1% | +11.4% | +5.7% | +8.9% |
| 3Y | +36.6% | +70.1% | -33.4% | -2.4% |
| 5Y | +29.7% | +53.7% | -24.1% | -2.5% |
| 10Y | +95.9% | +220.0% | -124.1% | -6.4% |
| All | +298.6% | +346.0% | -47.4% | +44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling