-82.2%
KTUP price history and return analytics
+17.2%
-99.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +4.3% |
| 7D | -5.4% | -2.0% | -3.4% | +3.1% |
| 30D | -47.7% | -1.4% | -46.3% | -44.1% |
| 3M | -37.5% | +4.7% | -42.2% | -48.1% |
| 6M | -80.7% | +11.4% | -92.1% | -87.1% |
| YTD | -78.1% | +13.1% | -91.2% | -86.7% |
| All | -82.2% | +17.2% | -99.5% | -90.4% |
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