+15.6%
KIDS price history and return analytics
+166.5%
-150.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.7% |
| 7D | -4.9% | -0.1% | -4.8% | -4.8% |
| 30D | -6.9% | -0.7% | -6.2% | -6.2% |
| 3M | +17.3% | +4.0% | +13.3% | +11.4% |
| 6M | +15.4% | +12.3% | +3.2% | +0.1% |
| YTD | +22.1% | +14.0% | +8.0% | +3.9% |
| 1Y | +5.8% | +20.3% | -14.5% | -15.2% |
| 3Y | -35.9% | +75.4% | -111.3% | -66.3% |
| 5Y | -68.7% | +66.0% | -134.7% | -82.2% |
| All | +15.6% | +166.5% | -150.8% | -60.0% |
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