-82.3%
KTUP price history and return analytics
+18.2%
-100.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.6% | -3.5% |
| 7D | -4.8% | -0.1% | -4.7% | -4.3% |
| 30D | -46.1% | -0.7% | -45.5% | -44.3% |
| 3M | -41.0% | +4.0% | -44.9% | -49.3% |
| 6M | -82.3% | +12.3% | -94.6% | -88.6% |
| YTD | -78.3% | +14.0% | -92.3% | -87.2% |
| All | -82.3% | +18.2% | -100.6% | -90.8% |
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