+106.9%
KYTX vs VT
+21.4%
+85.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.0% |
| 7D | -3.4% | +1.0% | -4.4% | -5.7% |
| 30D | +1.4% | -0.2% | +1.6% | +2.1% |
| 3M | +4.7% | +4.5% | +0.1% | -6.0% |
| 6M | -0.4% | +14.1% | -14.4% | -28.1% |
| YTD | -14.1% | +14.8% | -28.9% | -42.1% |
| 1Y | +106.9% | +21.2% | +85.7% | +29.3% |
| All | +106.9% | +21.4% | +85.5% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling