-70.3%
KWY price history and return analytics
+368.8%
-439.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | -3.9% | -0.7% | -3.2% | -3.5% |
| 3M | -6.1% | +4.0% | -10.1% | -8.3% |
| 6M | -13.9% | +12.3% | -26.2% | -19.6% |
| YTD | -28.3% | +14.0% | -42.3% | -33.6% |
| 1Y | -32.7% | +20.3% | -53.0% | -39.7% |
| 3Y | +13.3% | +75.4% | -62.2% | -19.1% |
| 5Y | +73.9% | +66.0% | +7.9% | +26.0% |
| 10Y | +68.1% | +228.2% | -160.1% | -27.2% |
| All | -70.3% | +368.8% | -439.1% | -92.2% |
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