+3.3%
VTI vs KDP
+24.2%
-20.9%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.4% | +7.0% | -0.4% |
| 7D | +3.4% | -4.0% | +7.3% | +3.4% |
| 30D | -2.3% | +8.5% | -10.7% | -2.2% |
| 3M | -2.2% | +20.7% | -22.9% | -1.9% |
| 6M | +3.3% | +23.2% | -19.9% | +4.5% |
| All | +3.3% | +24.2% | -20.9% | +4.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling