+177.9%
KO price history and return analytics
+226.9%
-49.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | -1.1% | -2.0% | +0.9% | -0.1% |
| 30D | +1.6% | -1.4% | +3.0% | +2.3% |
| 3M | +5.8% | +4.7% | +1.0% | +3.0% |
| 6M | +14.3% | +11.4% | +2.9% | +7.3% |
| YTD | +27.3% | +13.1% | +14.3% | +18.3% |
| 1Y | +33.2% | +19.0% | +14.1% | +20.1% |
| 3Y | +64.5% | +73.9% | -9.5% | +16.4% |
| 5Y | +83.1% | +65.4% | +17.7% | +32.4% |
| All | +177.9% | +226.9% | -49.0% | +28.1% |
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