+315.7%
KFRC vs VT
+215.5%
+100.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.0% |
| 7D | -5.7% | -2.3% | -3.4% | -3.7% |
| 30D | +4.7% | -5.0% | +9.6% | +9.2% |
| 3M | -6.8% | -4.9% | -1.9% | -2.9% |
| 6M | +30.7% | -1.5% | +32.2% | +31.0% |
| YTD | +80.5% | +8.5% | +72.0% | +63.8% |
| 1Y | +86.7% | +11.4% | +75.4% | +65.1% |
| 3Y | -4.2% | +70.1% | -74.3% | -44.2% |
| 5Y | -17.4% | +53.7% | -71.2% | -46.9% |
| All | +315.7% | +215.5% | +100.2% | +31.2% |
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 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