-38.0%
KMRK vs VT
+20.4%
-58.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.6% |
| 7D | -7.2% | -0.1% | -7.1% | -7.3% |
| 30D | -13.4% | -0.7% | -12.8% | -14.1% |
| 3M | -36.4% | +4.0% | -40.4% | -32.4% |
| 6M | -54.4% | +12.3% | -66.7% | -45.6% |
| YTD | -20.8% | +14.0% | -34.8% | -7.7% |
| 1Y | -38.0% | +20.3% | -58.3% | -29.5% |
| All | -38.0% | +20.4% | -58.4% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling