+195.4%
KYN vs VT
+66.2%
+129.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.6% |
| 7D | -0.5% | +1.0% | -1.5% | -1.3% |
| 30D | +6.4% | -0.2% | +6.7% | +6.5% |
| 3M | +9.1% | +4.5% | +4.6% | +5.1% |
| 6M | +11.1% | +14.1% | -3.0% | -0.8% |
| YTD | +27.3% | +14.8% | +12.5% | +12.9% |
| 1Y | +32.4% | +21.2% | +11.2% | +12.0% |
| 3Y | +124.7% | +76.6% | +48.2% | +37.3% |
| 5Y | +195.4% | +66.6% | +128.8% | +90.1% |
| All | +195.4% | +66.2% | +129.2% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling