-100.0%
KIDZ price history and return analytics
+58.8%
-158.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +4.2% |
| 7D | -11.8% | -2.0% | -9.8% | -5.8% |
| 30D | -16.8% | -1.4% | -15.4% | -13.3% |
| 3M | -86.7% | +4.7% | -91.4% | -88.2% |
| 6M | -99.2% | +11.4% | -110.5% | -99.4% |
| YTD | -99.7% | +13.1% | -112.8% | -99.8% |
| 1Y | -100.0% | +19.0% | -119.0% | -100.0% |
| All | -100.0% | +58.8% | -158.8% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling