-16.3%
KLRS vs VT
+23.3%
-39.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.2% | +0.4% | -3.7% | -3.6% |
| 30D | -6.9% | +1.0% | -7.9% | -7.8% |
| 3M | -16.3% | +2.4% | -18.7% | -18.1% |
| 6M | -57.0% | +12.0% | -69.1% | -62.3% |
| YTD | -53.8% | +15.3% | -69.1% | -59.4% |
| 1Y | -16.3% | +22.6% | -38.9% | -19.9% |
| All | -16.3% | +23.3% | -39.6% | -19.9% |
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 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