-19.9%
KKRS vs VT
+66.2%
-86.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -0.9% | +1.0% | -1.9% | -1.4% |
| 30D | -0.4% | -0.2% | -0.2% | -0.4% |
| 3M | -0.5% | +4.5% | -5.0% | -2.6% |
| 6M | -5.6% | +14.1% | -19.7% | -11.4% |
| YTD | -5.9% | +14.8% | -20.6% | -12.0% |
| 1Y | -10.6% | +21.2% | -31.8% | -18.7% |
| 3Y | +12.8% | +76.6% | -63.8% | -16.8% |
| 5Y | -19.9% | +66.6% | -86.4% | -40.9% |
| All | -19.9% | +66.2% | -86.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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