+445.9%
KGC vs VTRS
+47.1%
+398.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -5.6% | -2.2% | -3.4% | -5.1% |
| 30D | +6.1% | +3.3% | +2.8% | +5.3% |
| 3M | +17.3% | +2.0% | +15.3% | +16.4% |
| 6M | -10.3% | +19.9% | -30.2% | -14.6% |
| YTD | +3.9% | +35.7% | -31.9% | -3.9% |
| 1Y | +25.7% | +68.1% | -42.4% | +10.4% |
| 3Y | +526.0% | +87.1% | +438.9% | +419.7% |
| All | +445.9% | +47.1% | +398.8% | +379.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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