+837.8%
KFRC vs VT
+374.2%
+463.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -6.1% | +0.4% | -6.6% | -6.5% |
| 30D | -7.0% | +1.0% | -8.0% | -7.9% |
| 3M | +14.4% | +2.4% | +12.0% | +10.8% |
| 6M | +105.7% | +12.0% | +93.7% | +80.6% |
| YTD | +80.4% | +15.3% | +65.0% | +53.5% |
| 1Y | +79.6% | +22.6% | +57.0% | +43.2% |
| 3Y | -4.8% | +74.7% | -79.4% | -47.4% |
| 5Y | +6.9% | +66.1% | -59.3% | -38.0% |
| 10Y | +256.7% | +225.0% | +31.7% | +3.7% |
| All | +837.8% | +374.2% | +463.6% | +109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling