+26.8%
KLIP price history and return analytics
+90.6%
-63.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | -0.4% | +1.0% | -1.4% | -1.1% |
| 30D | -3.7% | -0.2% | -3.5% | -3.6% |
| 3M | +0.2% | +4.5% | -4.3% | -3.2% |
| 6M | -3.3% | +14.1% | -17.3% | -12.7% |
| YTD | -10.2% | +14.8% | -25.0% | -19.3% |
| 1Y | -11.2% | +21.2% | -32.4% | -23.3% |
| 3Y | +18.5% | +76.6% | -58.1% | -25.0% |
| All | +26.8% | +90.6% | -63.8% | -25.1% |
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 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