+960.3%
VTI vs KGC
+1,042.5%
-82.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.2% |
| 7D | +0.1% | -1.3% | +1.4% | +0.2% |
| 30D | 0.0% | +20.3% | -20.3% | -1.2% |
| 3M | +2.0% | +8.1% | -6.1% | +1.3% |
| 6M | +13.0% | -8.8% | +21.7% | +13.2% |
| YTD | +13.9% | +10.1% | +3.9% | +12.7% |
| 1Y | +20.0% | +44.2% | -24.2% | +16.5% |
| 3Y | +75.8% | +533.0% | -457.2% | +55.4% |
| 5Y | +73.8% | +443.0% | -369.2% | +53.4% |
| 10Y | +297.5% | +678.6% | -381.1% | +236.6% |
| All | +960.3% | +1,042.5% | -82.2% | +963.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 all: compounded portfolio wealth divided by compounded KGC 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…
all analysis · Full analysis span regression · 6 months rolling