-73.2%
KOLD price history and return analytics
+66.2%
-139.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.5% |
| 7D | +2.5% | +1.0% | +1.5% | +3.0% |
| 30D | -7.0% | -0.2% | -6.7% | -7.1% |
| 3M | +24.6% | +4.5% | +20.1% | +27.4% |
| 6M | +54.9% | +14.1% | +40.9% | +65.8% |
| YTD | -17.6% | +14.8% | -32.4% | -12.3% |
| 1Y | -16.6% | +21.2% | -37.8% | -6.9% |
| 3Y | -4.0% | +76.6% | -80.6% | +59.2% |
| 5Y | -73.2% | +66.6% | -139.8% | -52.0% |
| All | -73.2% | +66.2% | -139.4% | -52.0% |
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