-92.9%
KLRS vs VT
+74.1%
-167.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.6% | -7.5% |
| 7D | +15.0% | +0.4% | +14.6% | +13.2% |
| 30D | -2.5% | -2.6% | +0.1% | -0.4% |
| 3M | -43.5% | -3.2% | -40.3% | -41.8% |
| 6M | -54.7% | +0.9% | -55.7% | -55.6% |
| YTD | -72.7% | +11.3% | -84.1% | -76.2% |
| 1Y | -51.6% | +14.0% | -65.6% | -59.2% |
| 3Y | -92.9% | +75.8% | -168.7% | -97.6% |
| All | -92.9% | +74.1% | -167.0% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling