+160.3%
VEA vs KDP
+1,331.3%
-1,171.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -1.3% |
| 7D | 0.0% | +8.2% | -8.2% | -2.6% |
| 30D | -1.4% | +18.4% | -19.8% | -6.9% |
| 3M | -4.1% | +29.2% | -33.3% | -12.2% |
| 6M | -1.3% | +32.3% | -33.6% | -10.8% |
| YTD | +12.1% | +38.5% | -26.4% | -0.7% |
| 1Y | +16.1% | +48.5% | -32.4% | +0.3% |
| 3Y | +73.0% | +32.5% | +40.6% | +52.3% |
| 5Y | +55.1% | +19.7% | +35.4% | +40.5% |
| 10Y | +156.9% | +256.4% | -99.5% | +44.5% |
| All | +160.3% | +1,331.3% | -1,171.1% | -24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling