-99.6%
KLRS vs VT
+57.4%
-157.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.6% | -8.9% |
| 7D | +15.0% | +0.4% | +14.6% | +12.4% |
| 30D | -2.5% | -2.6% | +0.1% | +0.3% |
| 3M | -43.5% | -3.2% | -40.3% | -41.2% |
| 6M | -54.7% | +0.9% | -55.7% | -56.1% |
| YTD | -72.7% | +11.3% | -84.1% | -77.6% |
| 1Y | -51.6% | +14.0% | -65.6% | -62.3% |
| 3Y | -92.9% | +75.8% | -168.7% | -97.6% |
| 5Y | -99.6% | +57.8% | -157.4% | -99.8% |
| All | -99.6% | +57.4% | -157.0% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling