+429.0%
VTI vs KWEB
+21.1%
+407.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.7% |
| 7D | -0.9% | -5.6% | +4.7% | +0.3% |
| 30D | -1.4% | -10.7% | +9.2% | +1.0% |
| 3M | +3.6% | -7.4% | +11.0% | +5.2% |
| 6M | +13.6% | -19.3% | +32.9% | +18.7% |
| YTD | +12.9% | -27.8% | +40.7% | +20.7% |
| 1Y | +17.2% | -35.9% | +53.2% | +28.4% |
| 3Y | +75.7% | -1.9% | +77.6% | +70.7% |
| 5Y | +75.4% | -43.2% | +118.6% | +85.4% |
| 10Y | +303.3% | -21.2% | +324.5% | +261.0% |
| All | +429.0% | +21.1% | +407.9% | +310.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling