+216.1%
KBWP price history and return analytics
+221.4%
-5.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.6% |
| 7D | -1.7% | +1.0% | -2.7% | -2.4% |
| 30D | -4.0% | -0.2% | -3.8% | -3.9% |
| 3M | +10.1% | +4.5% | +5.6% | +6.0% |
| 6M | +5.5% | +14.1% | -8.5% | -5.6% |
| YTD | +3.7% | +14.8% | -11.0% | -8.0% |
| 1Y | +9.4% | +21.2% | -11.8% | -7.4% |
| 3Y | +66.5% | +76.6% | -10.1% | +1.9% |
| 5Y | +82.5% | +66.6% | +15.9% | +16.4% |
| 10Y | +216.1% | +222.3% | -6.2% | +16.9% |
| All | +216.1% | +221.4% | -5.4% | +16.9% |
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