+160.6%
KOF price history and return analytics
+222.7%
-62.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.7% |
| 7D | +3.2% | +2.9% | +0.3% | +1.1% |
| 30D | +2.4% | -2.5% | +4.9% | +4.1% |
| 3M | +8.8% | -3.3% | +12.2% | +11.2% |
| 6M | +14.6% | +1.5% | +13.1% | +12.9% |
| YTD | +29.0% | +11.4% | +17.6% | +18.9% |
| 1Y | +36.3% | +11.9% | +24.4% | +25.1% |
| 3Y | +56.8% | +73.9% | -17.1% | +2.6% |
| 5Y | +163.9% | +57.9% | +106.0% | +84.7% |
| All | +160.6% | +222.7% | -62.1% | +1.9% |
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