+24.6%
VEA vs KDP
+18.4%
+6.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -1.1% |
| 7D | -2.1% | -4.3% | +2.2% | -1.9% |
| 30D | -1.1% | +7.8% | -8.9% | -1.4% |
| 3M | +5.1% | -0.1% | +5.1% | +4.9% |
| 6M | +9.8% | +14.0% | -4.2% | +8.1% |
| YTD | +15.9% | +15.1% | +0.9% | +14.2% |
| 1Y | +24.6% | +18.5% | +6.0% | +22.3% |
| All | +24.6% | +18.4% | +6.1% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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