-21.1%
KKRS vs VT
+73.5%
-94.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -1.5% | +2.9% | -4.4% | -2.7% |
| 30D | -4.3% | -2.5% | -1.8% | -3.3% |
| 3M | -7.1% | -3.3% | -3.8% | -5.8% |
| 6M | -8.2% | +1.5% | -9.7% | -9.0% |
| YTD | -10.7% | +11.4% | -22.0% | -15.3% |
| 1Y | -12.1% | +11.9% | -24.0% | -16.9% |
| 3Y | +1.9% | +73.9% | -71.9% | -23.6% |
| 5Y | -22.7% | +57.9% | -80.6% | -41.8% |
| All | -21.1% | +73.5% | -94.5% | -41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling