-83.3%
KYTX vs VT
+55.3%
-138.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -0.5% |
| 7D | +9.1% | +2.9% | +6.2% | +3.2% |
| 30D | -12.8% | -2.5% | -10.3% | -7.7% |
| 3M | -37.5% | -3.3% | -34.2% | -32.6% |
| 6M | -50.8% | +1.5% | -52.4% | -51.8% |
| YTD | -46.5% | +11.4% | -57.8% | -56.2% |
| 1Y | -31.4% | +11.9% | -43.3% | -43.6% |
| All | -83.3% | +55.3% | -138.5% | -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 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