+79.0%
KKR vs VCIT
+4.1%
+74.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | -0.3% | -0.5% | -0.3% |
| 30D | +2.2% | -0.8% | +2.9% | +3.6% |
| 3M | +13.1% | -1.0% | +14.1% | +15.1% |
| 6M | +15.3% | -1.8% | +17.1% | +19.2% |
| YTD | -15.0% | -0.7% | -14.3% | -13.9% |
| 1Y | -21.0% | +1.0% | -22.0% | -22.0% |
| 3Y | +76.7% | +18.8% | +57.9% | +32.3% |
| All | +79.0% | +4.1% | +74.9% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling