+696.7%
KKR vs VTRS
-48.4%
+745.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -6.2% | -2.2% | -4.0% | -5.5% |
| 30D | -8.9% | +3.3% | -12.2% | -9.8% |
| 3M | +6.3% | +2.0% | +4.3% | +5.3% |
| 6M | +16.5% | +19.9% | -3.5% | +9.1% |
| YTD | -20.3% | +35.7% | -56.0% | -28.4% |
| 1Y | -29.8% | +68.1% | -97.9% | -41.4% |
| 3Y | +63.2% | +87.1% | -23.9% | +27.6% |
| 5Y | +68.0% | +47.6% | +20.3% | +37.9% |
| All | +696.7% | -48.4% | +745.1% | +665.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 10y: compounded portfolio wealth divided by compounded VTRS 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…
10y analysis · Full analysis span regression · 6 months rolling