+73.4%
VT vs KVYO
-13.7%
+87.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.5% |
| 7D | +2.4% | +6.9% | -4.5% | +1.9% |
| 30D | -1.5% | +30.1% | -31.6% | -3.3% |
| 3M | -4.1% | +15.1% | -19.3% | -5.3% |
| 6M | +0.6% | +55.4% | -54.9% | -3.3% |
| YTD | +11.0% | -31.8% | +42.9% | +13.7% |
| 1Y | +13.3% | -22.3% | +35.6% | +14.2% |
| 3Y | +73.4% | -13.7% | +87.1% | +69.6% |
| All | +73.4% | -13.7% | +87.0% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling