+19.6%
VCIT vs KVYO
-55.7%
+75.4%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.1% | +8.9% | -0.1% |
| 7D | -0.2% | -15.7% | +15.6% | -0.1% |
| 30D | -0.5% | -9.0% | +8.4% | -0.5% |
| 3M | -0.9% | +10.1% | -11.0% | -1.0% |
| 6M | -1.9% | -20.6% | +18.7% | -1.9% |
| YTD | -1.0% | -49.9% | +48.9% | -0.5% |
| 1Y | +0.2% | -49.4% | +49.6% | +0.6% |
| All | +19.6% | -55.7% | +75.4% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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