-55.3%
KIDS price history and return analytics
+53.4%
-108.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.7% |
| 7D | +2.9% | -2.3% | +5.2% | +6.1% |
| 30D | +41.3% | -5.0% | +46.2% | +50.9% |
| 3M | +39.1% | -4.9% | +44.0% | +48.1% |
| 6M | +85.5% | -1.5% | +87.1% | +86.9% |
| YTD | +78.8% | +8.5% | +70.3% | +57.6% |
| 1Y | +93.7% | +11.4% | +82.3% | +64.6% |
| 3Y | +15.9% | +70.1% | -54.2% | -44.8% |
| All | -55.3% | +53.4% | -108.7% | -73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling