+40.9%
KNX vs VTRS
+90.6%
-49.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.9% |
| 7D | +2.5% | +2.4% | +0.1% | +2.1% |
| 30D | -4.4% | +9.1% | -13.5% | -5.4% |
| 3M | -12.7% | +9.4% | -22.1% | -13.7% |
| 6M | +0.9% | +28.3% | -27.4% | -2.6% |
| YTD | +20.3% | +58.0% | -37.7% | +11.3% |
| 1Y | +40.9% | +89.7% | -48.8% | +30.7% |
| All | +40.9% | +90.6% | -49.7% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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