+14.9%
VTI vs KWEB
-34.1%
+49.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.5% | -2.9% | +0.5% |
| 7D | -0.6% | +5.8% | -6.4% | -1.9% |
| 30D | -1.0% | -1.0% | 0.0% | -0.8% |
| 3M | -0.8% | -15.8% | +15.0% | +3.3% |
| 6M | +7.1% | -14.9% | +22.0% | +11.0% |
| YTD | +13.4% | -28.6% | +42.0% | +22.8% |
| 1Y | +14.9% | -33.9% | +48.8% | +28.3% |
| All | +14.9% | -34.1% | +49.0% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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