+1,636.4%
KKR vs VTRS
+15.0%
+1,621.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -6.2% | -2.2% | -4.0% | -5.4% |
| 30D | -8.9% | +3.3% | -12.2% | -10.0% |
| 3M | +6.3% | +2.0% | +4.3% | +5.2% |
| 6M | +16.5% | +19.9% | -3.5% | +8.2% |
| YTD | -20.3% | +35.7% | -56.0% | -29.3% |
| 1Y | -29.8% | +68.1% | -97.9% | -42.7% |
| 3Y | +63.2% | +87.1% | -23.9% | +24.1% |
| 5Y | +68.0% | +47.6% | +20.3% | +35.5% |
| 10Y | +704.3% | -48.2% | +752.5% | +735.6% |
| All | +1,636.4% | +15.0% | +1,621.4% | +671.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling