+75.3%
VTI vs KDP
+4.7%
+70.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.4% | -1.6% | +1.2% | -0.2% |
| 30D | -1.6% | +9.5% | -11.1% | -2.3% |
| 3M | +3.6% | +2.6% | +0.9% | +3.2% |
| 6M | +13.0% | +15.6% | -2.6% | +11.4% |
| YTD | +12.7% | +17.3% | -4.6% | +10.8% |
| 1Y | +18.4% | +20.1% | -1.7% | +16.0% |
| All | +75.3% | +4.7% | +70.6% | +73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling