-100.0%
KIDZ price history and return analytics
+61.2%
-161.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.5% |
| 7D | -8.9% | +1.0% | -9.9% | -11.8% |
| 30D | -38.5% | -0.2% | -38.3% | -38.2% |
| 3M | -89.9% | +4.5% | -94.4% | -90.8% |
| 6M | -99.3% | +14.1% | -113.3% | -99.5% |
| YTD | -99.7% | +14.8% | -114.5% | -99.8% |
| 1Y | -100.0% | +21.2% | -121.1% | -100.0% |
| All | -100.0% | +61.2% | -161.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling