-63.3%
KLAR vs VT
+13.0%
-76.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -5.8% |
| 7D | +0.6% | +0.4% | +0.2% | -0.5% |
| 30D | -4.3% | -2.6% | -1.7% | +0.5% |
| 3M | -32.4% | -3.2% | -29.1% | -27.4% |
| 6M | -7.2% | +0.9% | -8.1% | -7.8% |
| YTD | -53.4% | +11.3% | -64.8% | -62.4% |
| All | -63.3% | +13.0% | -76.3% | -71.3% |
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