-66.3%
KLAR vs VT
+21.0%
-87.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | +0.4% | +1.0% | +0.5% |
| 30D | -29.3% | +1.0% | -30.2% | -30.1% |
| 3M | -17.5% | +2.4% | -19.9% | -20.5% |
| 6M | +6.2% | +12.0% | -5.8% | -13.2% |
| YTD | -50.2% | +15.3% | -65.5% | -62.3% |
| All | -66.3% | +21.0% | -87.3% | -76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling