+728.2%
KKR vs VCIT
+29.2%
+699.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.3% |
| 7D | -2.2% | -0.2% | -2.0% | -1.9% |
| 30D | +0.3% | -0.5% | +0.8% | +1.1% |
| 3M | +8.8% | -0.9% | +9.7% | +10.3% |
| 6M | +14.9% | -1.9% | +16.8% | +18.3% |
| YTD | -17.9% | -1.0% | -16.9% | -16.6% |
| 1Y | -23.7% | +0.2% | -23.9% | -23.7% |
| 3Y | +69.1% | +19.0% | +50.1% | +34.4% |
| 5Y | +72.6% | +3.1% | +69.5% | +58.7% |
| 10Y | +728.2% | +29.8% | +698.5% | +735.6% |
| All | +728.2% | +29.2% | +699.0% | +735.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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