+77.6%
KFRC vs VT
+23.4%
+54.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | +0.2% |
| 7D | -6.9% | +0.1% | -7.0% | -6.8% |
| 30D | -7.1% | +0.8% | -7.9% | -6.8% |
| 3M | +17.2% | +2.8% | +14.4% | +18.8% |
| 6M | +103.0% | +13.0% | +90.0% | +109.1% |
| YTD | +78.5% | +15.4% | +63.1% | +83.8% |
| All | +77.6% | +23.4% | +54.3% | +61.7% |
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 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