+66.5%
KKR vs VTEB
+1.2%
+65.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | -0.3% |
| 7D | -6.2% | -0.9% | -5.3% | -4.8% |
| 30D | -8.9% | -2.5% | -6.3% | -5.1% |
| 3M | +6.3% | -3.0% | +9.2% | +11.4% |
| 6M | +16.5% | -2.1% | +18.6% | +20.7% |
| YTD | -20.3% | -1.5% | -18.8% | -18.2% |
| 1Y | -29.8% | +0.2% | -30.0% | -29.7% |
| 3Y | +63.2% | +8.6% | +54.6% | +35.3% |
| All | +66.5% | +1.2% | +65.3% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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