-33.5%
VG vs KVYO
-63.0%
+29.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.7% |
| 7D | +9.6% | -12.1% | +21.7% | +11.7% |
| 30D | +15.2% | -5.2% | +20.3% | +15.5% |
| 3M | +24.1% | +14.5% | +9.6% | +17.0% |
| 6M | +27.2% | -17.6% | +44.8% | +25.9% |
| YTD | +132.3% | -49.6% | +181.9% | +169.3% |
| 1Y | +15.7% | -48.6% | +64.2% | +29.9% |
| All | -33.5% | -63.0% | +29.5% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling