+715.9%
VTV vs KTOS
-67.2%
+783.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -1.1% | -2.4% | +1.3% | -0.8% |
| 30D | -1.0% | -26.8% | +25.8% | +2.5% |
| 3M | +4.6% | -20.6% | +25.2% | +6.9% |
| 6M | +13.5% | -47.5% | +61.0% | +20.7% |
| YTD | +18.5% | -38.5% | +57.0% | +22.3% |
| 1Y | +22.9% | -31.0% | +53.9% | +24.1% |
| 3Y | +67.8% | +216.5% | -148.7% | +37.4% |
| 5Y | +81.8% | +105.7% | -23.8% | +53.1% |
| 10Y | +233.0% | +615.0% | -382.0% | +133.9% |
| All | +715.9% | -67.2% | +783.2% | +534.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling