-81.0%
KMRK vs VT
+24.8%
-105.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.9% | -7.7% | -8.9% |
| 7D | -15.1% | -2.0% | -13.1% | -16.0% |
| 30D | -20.8% | -1.4% | -19.4% | -21.5% |
| 3M | -49.4% | +4.7% | -54.1% | -47.5% |
| 6M | -57.2% | +11.4% | -68.5% | -53.0% |
| YTD | -27.5% | +13.1% | -40.6% | -24.8% |
| 1Y | -47.1% | +19.0% | -66.1% | -55.8% |
| All | -81.0% | +24.8% | -105.7% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling