+2,267.4%
VGT vs KGC
+412.7%
+1,854.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.5% |
| 7D | +1.0% | -1.3% | +2.3% | +1.1% |
| 30D | +1.3% | +20.3% | -19.0% | -0.6% |
| 3M | -1.1% | +8.1% | -9.2% | -2.1% |
| 6M | +32.6% | -8.8% | +41.4% | +33.1% |
| YTD | +29.0% | +10.1% | +18.9% | +26.9% |
| 1Y | +39.7% | +44.2% | -4.5% | +33.8% |
| 3Y | +120.9% | +533.0% | -412.1% | +83.7% |
| 5Y | +133.6% | +443.0% | -309.4% | +94.0% |
| 10Y | +792.6% | +678.6% | +114.0% | +594.1% |
| All | +2,267.4% | +412.7% | +1,854.7% | +1,632.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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