-68.9%
KLRS vs VT
+12.2%
-81.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -0.6% | -12.0% | -12.4% |
| 7D | -29.7% | +2.9% | -32.5% | -30.4% |
| 30D | -25.6% | -2.5% | -23.1% | -24.4% |
| 3M | -57.9% | -3.3% | -54.5% | -56.9% |
| 6M | -65.3% | +1.5% | -66.9% | -65.6% |
| YTD | -80.3% | +11.4% | -91.7% | -80.0% |
| All | -68.9% | +12.2% | -81.1% | -65.5% |
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