+13.8%
VTI vs KDP
+39.5%
-25.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.4% |
| 7D | +2.5% | -0.8% | +3.3% | +2.6% |
| 30D | -1.5% | +9.7% | -11.3% | -1.6% |
| 3M | -3.2% | +17.6% | -20.8% | -3.2% |
| 6M | +2.3% | +25.8% | -23.5% | +2.0% |
| YTD | +11.6% | +33.9% | -22.2% | +11.5% |
| 1Y | +13.8% | +38.9% | -25.1% | +14.5% |
| All | +13.8% | +39.5% | -25.7% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling