+43.0%
KOID price history and return analytics
+30.5%
+12.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | 0.0% |
| 7D | -1.5% | -1.1% | -0.3% | +0.4% |
| 30D | -8.6% | -1.0% | -7.6% | -7.0% |
| 3M | -12.5% | +3.2% | -15.7% | -16.3% |
| 6M | +5.5% | +12.5% | -7.0% | -11.1% |
| YTD | +12.7% | +14.1% | -1.4% | -6.6% |
| 1Y | +19.1% | +18.9% | +0.2% | -6.6% |
| All | +43.0% | +30.5% | +12.6% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling