+23.3%
VZ vs KGC
-8.9%
+32.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +1.1% |
| 7D | +2.2% | +11.1% | -8.9% | +3.3% |
| 30D | +10.6% | -3.7% | +14.3% | +10.2% |
| 3M | -0.6% | -17.2% | +16.6% | -2.0% |
| 6M | +0.7% | -27.3% | +28.0% | -2.1% |
| YTD | +20.6% | -18.5% | +39.1% | +14.9% |
| All | +23.3% | -8.9% | +32.2% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling