-71.5%
KMRK vs VT
+22.9%
-94.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.2% |
| 7D | -6.0% | +2.9% | -8.9% | -4.9% |
| 30D | +6.0% | -2.5% | +8.5% | +4.8% |
| 3M | +17.5% | -3.3% | +20.8% | +15.5% |
| 6M | -48.9% | +1.5% | -50.4% | -47.4% |
| YTD | +8.5% | +11.4% | -2.9% | +11.8% |
| 1Y | +33.0% | +11.9% | +21.1% | +36.5% |
| All | -71.5% | +22.9% | -94.4% | -84.3% |
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