+32.7%
KO vs VRT
+123.1%
-90.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.4% | -5.2% | -0.5% |
| 7D | -1.8% | +9.1% | -10.9% | -1.2% |
| 30D | +1.4% | +0.9% | +0.5% | +1.6% |
| 3M | +15.4% | -13.4% | +28.8% | +15.2% |
| 6M | +14.3% | +11.7% | +2.6% | +14.7% |
| YTD | +27.7% | +73.2% | -45.6% | +31.7% |
| 1Y | +32.7% | +123.4% | -90.7% | +35.1% |
| All | +32.7% | +123.1% | -90.4% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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