+375.1%
VT vs KTOS
+148.5%
+226.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | +1.0% | -2.3% | +3.3% | +1.3% |
| 30D | -0.2% | -20.7% | +20.4% | +2.9% |
| 3M | +4.5% | -16.5% | +21.1% | +6.5% |
| 6M | +14.1% | -44.6% | +58.7% | +21.9% |
| YTD | +14.8% | -36.5% | +51.3% | +18.8% |
| 1Y | +21.2% | -24.9% | +46.0% | +21.4% |
| 3Y | +76.6% | +227.9% | -151.3% | +38.9% |
| 5Y | +66.6% | +103.6% | -37.0% | +36.4% |
| 10Y | +222.3% | +597.5% | -375.3% | +111.6% |
| All | +375.1% | +148.5% | +226.6% | +221.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS 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 KTOS 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