+43.7%
KOID price history and return analytics
+30.4%
+13.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.5% |
| 7D | +1.7% | -0.1% | +1.8% | +1.9% |
| 30D | -6.5% | -0.7% | -5.9% | -5.4% |
| 3M | -11.8% | +4.0% | -15.8% | -16.6% |
| 6M | +8.1% | +12.3% | -4.2% | -8.7% |
| YTD | +13.2% | +14.0% | -0.8% | -6.1% |
| 1Y | +21.7% | +20.3% | +1.4% | -6.0% |
| All | +43.7% | +30.4% | +13.3% | -2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling