-82.3%
KOLD price history and return analytics
+419.2%
-501.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.4% |
| 7D | -4.0% | -2.3% | -1.6% | -4.7% |
| 30D | +29.8% | -5.0% | +34.8% | +27.7% |
| 3M | +1.0% | -4.9% | +5.9% | -0.6% |
| 6M | +20.1% | -1.5% | +21.7% | +19.6% |
| YTD | -8.6% | +8.5% | -17.0% | -6.5% |
| 1Y | +12.1% | +11.4% | +0.7% | +16.0% |
| 3Y | +26.2% | +70.1% | -43.9% | +59.3% |
| 5Y | -51.9% | +53.7% | -105.7% | -38.0% |
| 10Y | -92.1% | +220.0% | -312.1% | -88.0% |
| All | -82.3% | +419.2% | -501.5% | -74.2% |
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