-16.5%
KVHI price history and return analytics
+368.9%
-385.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.4% |
| 7D | +0.3% | -1.1% | +1.4% | +1.3% |
| 30D | -7.7% | -1.0% | -6.7% | -6.7% |
| 3M | -10.6% | +3.2% | -13.8% | -13.0% |
| 6M | +7.3% | +12.5% | -5.2% | -3.3% |
| YTD | +3.7% | +14.1% | -10.3% | -7.9% |
| 1Y | +21.7% | +18.9% | +2.8% | +3.8% |
| 3Y | +37.5% | +74.1% | -36.6% | -20.8% |
| 5Y | -27.4% | +66.9% | -94.3% | -57.0% |
| 10Y | -13.6% | +228.3% | -241.9% | -73.4% |
| All | -16.5% | +368.9% | -385.5% | -85.7% |
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