+297.8%
VTI vs KDP
+172.7%
+125.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -3.7% | +2.8% | 0.0% |
| 30D | -1.4% | +6.2% | -7.6% | -3.0% |
| 3M | +3.6% | +1.2% | +2.4% | +2.9% |
| 6M | +13.6% | +15.3% | -1.7% | +8.9% |
| YTD | +12.9% | +14.8% | -1.9% | +8.2% |
| 1Y | +17.2% | +17.6% | -0.4% | +11.2% |
| 3Y | +75.7% | +2.1% | +73.6% | +70.8% |
| 5Y | +75.4% | +2.7% | +72.7% | +70.1% |
| All | +297.8% | +172.7% | +125.1% | +238.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling