+56.4%
KKR vs VCIT
+19.0%
+37.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +1.1% |
| 7D | +1.6% | -1.4% | +3.1% | +3.9% |
| 30D | +14.5% | +0.6% | +14.0% | +13.6% |
| 3M | -15.0% | -2.2% | -12.7% | -11.9% |
| 6M | +1.0% | -2.3% | +3.3% | +4.8% |
| YTD | -22.6% | -2.2% | -20.5% | -19.9% |
| 1Y | -18.2% | -1.4% | -16.8% | -16.2% |
| 3Y | +56.4% | +18.7% | +37.6% | +30.0% |
| All | +56.4% | +19.0% | +37.3% | +30.0% |
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