-11.7%
KR vs VCIT
+1.3%
-12.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | -0.3% | +1.9% | +1.2% |
| 30D | +4.1% | -0.8% | +4.8% | +3.4% |
| 3M | -5.2% | -1.0% | -4.2% | -6.1% |
| 6M | -12.8% | -1.8% | -10.9% | -12.8% |
| YTD | -4.6% | -0.7% | -3.9% | -5.0% |
| 1Y | -11.7% | +1.0% | -12.7% | -11.8% |
| All | -11.7% | +1.3% | -12.9% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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