-17.2%
KFRC vs VT
+57.5%
-74.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.7% |
| 7D | -4.8% | -0.1% | -4.6% | -4.7% |
| 30D | +7.3% | -3.1% | +10.3% | +9.5% |
| 3M | -4.2% | -3.5% | -0.7% | -1.9% |
| 6M | +28.6% | +0.5% | +28.1% | +27.0% |
| YTD | +83.4% | +10.8% | +72.6% | +65.7% |
| 1Y | +90.9% | +11.9% | +79.0% | +70.8% |
| 3Y | -2.2% | +73.0% | -75.2% | -41.9% |
| 5Y | -17.2% | +58.6% | -75.8% | -45.6% |
| All | -17.2% | +57.5% | -74.7% | -45.6% |
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