+60.6%
KKR vs VCIT
+19.1%
+41.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | +0.1% | +0.7% | -0.7% | -1.0% |
| 30D | +7.9% | +1.8% | +6.1% | +4.9% |
| 3M | -4.4% | -1.6% | -2.9% | -2.1% |
| 6M | -4.0% | -2.1% | -1.9% | -0.8% |
| YTD | -22.6% | -1.6% | -21.0% | -20.7% |
| 1Y | -18.6% | -0.8% | -17.8% | -17.3% |
| 3Y | +60.6% | +19.9% | +40.7% | +31.3% |
| All | +60.6% | +19.1% | +41.5% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling