-72.5%
KMRK vs VT
+22.5%
-95.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.3% | -3.7% |
| 7D | -12.3% | +2.4% | -14.6% | -11.4% |
| 30D | -10.5% | -1.5% | -9.0% | -11.1% |
| 3M | +13.3% | -4.1% | +17.5% | +10.9% |
| 6M | -48.3% | +0.6% | -48.8% | -46.9% |
| YTD | +4.6% | +11.0% | -6.4% | +7.7% |
| 1Y | +28.3% | +13.3% | +15.0% | +26.0% |
| All | -72.5% | +22.5% | -95.1% | -84.9% |
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 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