+1,750.7%
KKR vs VCIT
+84.1%
+1,666.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | -0.3% | -0.5% | -0.5% |
| 30D | +2.2% | -0.8% | +2.9% | +2.9% |
| 3M | +13.1% | -1.0% | +14.1% | +14.2% |
| 6M | +15.3% | -1.8% | +17.1% | +17.4% |
| YTD | -15.0% | -0.7% | -14.3% | -14.3% |
| 1Y | -21.0% | +1.0% | -22.0% | -21.5% |
| 3Y | +76.7% | +18.8% | +57.9% | +52.8% |
| 5Y | +74.3% | +3.5% | +70.9% | +59.8% |
| 10Y | +753.7% | +29.2% | +724.5% | +695.7% |
| All | +1,750.7% | +84.1% | +1,666.5% | +2,144.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling