+141.4%
KARO vs VT
+66.2%
+75.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +0.3% | +1.0% | -0.7% | -0.5% |
| 30D | +0.6% | -0.2% | +0.8% | +0.7% |
| 3M | +44.0% | +4.5% | +39.4% | +38.6% |
| 6M | +43.5% | +14.1% | +29.4% | +28.3% |
| YTD | +46.6% | +14.8% | +31.8% | +30.6% |
| 1Y | +21.6% | +21.2% | +0.4% | +3.6% |
| 3Y | +199.1% | +76.6% | +122.5% | +95.7% |
| 5Y | +141.4% | +66.6% | +74.8% | +53.3% |
| All | +141.4% | +66.2% | +75.2% | +53.3% |
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