-99.7%
KLRS vs VT
+124.1%
-223.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -0.6% | -12.0% | -11.7% |
| 7D | -29.7% | +2.9% | -32.5% | -32.6% |
| 30D | -25.6% | -2.5% | -23.1% | -23.3% |
| 3M | -57.9% | -3.3% | -54.5% | -56.0% |
| 6M | -65.3% | +1.5% | -66.9% | -66.6% |
| YTD | -80.3% | +11.4% | -91.7% | -83.7% |
| 1Y | -66.5% | +11.9% | -78.4% | -72.9% |
| 3Y | -94.9% | +73.9% | -168.8% | -98.1% |
| 5Y | -99.7% | +57.9% | -157.6% | -99.8% |
| All | -99.7% | +124.1% | -223.8% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling