+156.3%
KBE price history and return analytics
+229.8%
-73.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.0% |
| 7D | -1.9% | -1.1% | -0.8% | -0.6% |
| 30D | -4.2% | -1.0% | -3.2% | -3.1% |
| 3M | +3.7% | +3.2% | +0.5% | -0.6% |
| 6M | +17.3% | +12.5% | +4.8% | +0.5% |
| YTD | +13.4% | +14.1% | -0.7% | -4.6% |
| 1Y | +13.9% | +18.9% | -5.0% | -9.1% |
| 3Y | +93.6% | +74.1% | +19.5% | -3.7% |
| 5Y | +54.8% | +66.9% | -12.0% | -18.1% |
| All | +156.3% | +229.8% | -73.4% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling