+111.1%
KOF price history and return analytics
+215.5%
-104.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.1% | -2.3% | +1.2% | +0.5% |
| 30D | +7.5% | -5.0% | +12.4% | +11.2% |
| 3M | +5.8% | -4.9% | +10.7% | +9.3% |
| 6M | +9.2% | -1.5% | +10.8% | +9.9% |
| YTD | +24.7% | +8.5% | +16.2% | +17.0% |
| 1Y | +33.4% | +11.4% | +22.1% | +22.8% |
| 3Y | +52.4% | +70.1% | -17.7% | +1.1% |
| 5Y | +149.4% | +53.7% | +95.7% | +77.7% |
| All | +111.1% | +215.5% | -104.5% | -23.5% |
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