-99.3%
KLRS vs VT
+132.1%
-231.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.2% | +0.4% | -3.7% | -3.9% |
| 30D | -6.9% | +1.0% | -7.9% | -8.4% |
| 3M | -16.3% | +2.4% | -18.7% | -19.6% |
| 6M | -57.0% | +12.0% | -69.1% | -64.4% |
| YTD | -53.8% | +15.3% | -69.1% | -63.5% |
| 1Y | -16.3% | +22.6% | -38.9% | -40.5% |
| 3Y | -94.7% | +74.7% | -169.4% | -98.0% |
| 5Y | -99.2% | +66.1% | -165.3% | -99.6% |
| All | -99.3% | +132.1% | -231.5% | -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 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