+50.3%
KARO vs VT
+13.3%
+37.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.7% | -1.6% | +1.0% | +0.6% |
| 30D | +6.7% | -2.5% | +9.2% | +8.8% |
| 3M | -0.8% | -1.3% | +0.5% | +0.1% |
| 6M | +30.1% | +3.1% | +27.0% | +24.9% |
| YTD | +44.1% | +10.9% | +33.1% | +26.2% |
| All | +50.3% | +13.3% | +37.0% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling