+80.6%
VTV vs KTOS
+100.3%
-19.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -1.1% | -2.4% | +1.3% | -0.9% |
| 30D | -1.0% | -26.8% | +25.8% | +1.8% |
| 3M | +4.6% | -20.6% | +25.2% | +6.5% |
| 6M | +13.5% | -47.5% | +61.0% | +19.6% |
| YTD | +18.5% | -38.5% | +57.0% | +21.3% |
| 1Y | +22.9% | -31.0% | +53.9% | +23.0% |
| 3Y | +67.8% | +216.5% | -148.7% | +33.8% |
| All | +80.6% | +100.3% | -19.7% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS 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 5y: compounded portfolio wealth divided by compounded KTOS 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…
5y analysis · Full analysis span regression · 6 months rolling