-99.2%
KLRS vs VT
+66.2%
-165.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.1% |
| 7D | -7.4% | +1.0% | -8.4% | -8.8% |
| 30D | -10.8% | -0.2% | -10.6% | -10.4% |
| 3M | -12.9% | +4.5% | -17.5% | -19.1% |
| 6M | -63.0% | +14.1% | -77.1% | -70.3% |
| YTD | -57.0% | +14.8% | -71.8% | -65.8% |
| 1Y | -21.8% | +21.2% | -43.0% | -43.5% |
| 3Y | -94.5% | +76.6% | -171.1% | -98.0% |
| 5Y | -99.2% | +66.6% | -165.8% | -99.7% |
| All | -99.2% | +66.2% | -165.4% | -99.7% |
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