-67.7%
KLAR vs VT
+16.5%
-84.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.3% | +8.9% | +9.1% |
| 7D | +1.5% | +2.4% | -0.9% | -3.1% |
| 30D | +4.9% | -1.5% | +6.4% | +7.7% |
| 3M | -33.3% | -4.1% | -29.1% | -27.0% |
| 6M | +0.8% | +0.6% | +0.2% | +0.8% |
| YTD | -52.3% | +11.0% | -63.3% | -61.1% |
| 1Y | -60.1% | +13.3% | -73.5% | -69.4% |
| All | -67.7% | +16.5% | -84.2% | -76.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling