-87.4%
KLTR vs VT
+73.6%
-161.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -5.6% | +0.4% | -6.1% | -6.2% |
| 30D | -20.1% | +1.0% | -21.1% | -21.2% |
| 3M | +4.1% | +2.4% | +1.8% | +0.4% |
| 6M | -1.3% | +12.0% | -13.3% | -16.6% |
| YTD | -7.9% | +15.3% | -23.3% | -25.4% |
| 1Y | +2.0% | +22.6% | -20.6% | -24.4% |
| 3Y | -21.8% | +74.7% | -96.4% | -63.8% |
| 5Y | -88.5% | +66.1% | -154.6% | -94.2% |
| All | -87.4% | +73.6% | -161.0% | -93.5% |
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