+269.0%
KFRC vs VT
+221.8%
+47.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +3.1% | +2.4% | +0.8% | +1.0% |
| 30D | +8.9% | -1.5% | +10.4% | +10.1% |
| 3M | -6.9% | -4.1% | -2.8% | -3.8% |
| 6M | +44.0% | +0.6% | +43.4% | +41.7% |
| YTD | +86.2% | +11.0% | +75.2% | +65.4% |
| 1Y | +92.8% | +13.3% | +79.5% | +67.9% |
| 3Y | -0.6% | +73.4% | -74.0% | -43.2% |
| 5Y | -17.5% | +57.4% | -74.9% | -48.1% |
| All | +269.0% | +221.8% | +47.2% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling