-77.6%
KMRK vs VT
+27.3%
-104.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -4.3% | +0.4% | -4.8% | -4.1% |
| 30D | -8.3% | +1.0% | -9.2% | -7.8% |
| 3M | -32.3% | +2.4% | -34.7% | -29.7% |
| 6M | -50.9% | +12.0% | -62.9% | -45.2% |
| YTD | -14.6% | +15.3% | -30.0% | -10.5% |
| 1Y | -29.3% | +22.6% | -51.9% | -43.6% |
| All | -77.6% | +27.3% | -104.9% | -87.5% |
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