+63.2%
KKR vs VTRS
+84.5%
-21.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +5.4% |
| 6M | +16.5% | +19.9% | -3.5% | +9.3% |
| YTD | -20.3% | +35.7% | -56.0% | -27.9% |
| 1Y | -29.8% | +68.1% | -97.9% | -40.8% |
| 3Y | +63.2% | +87.1% | -23.9% | +20.3% |
| All | +63.2% | +84.5% | -21.3% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling