-85.4%
KAZR vs VT
+28.7%
-114.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.4% |
| 7D | +15.7% | -0.1% | +15.9% | +15.4% |
| 30D | -42.1% | -3.1% | -39.1% | -41.4% |
| 3M | -48.8% | -3.5% | -45.3% | -48.1% |
| 6M | -62.2% | +0.5% | -62.7% | -62.3% |
| YTD | -57.5% | +10.8% | -68.3% | -58.3% |
| 1Y | -66.5% | +11.9% | -78.4% | -67.3% |
| All | -85.4% | +28.7% | -114.2% | -87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling