+37.7%
KR vs VCIT
+3.7%
+34.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +1.5% | -0.8% | +2.3% | +1.6% |
| 3M | -8.5% | -0.5% | -8.0% | -8.5% |
| 6M | -21.9% | -1.4% | -20.5% | -21.7% |
| YTD | -6.9% | -0.8% | -6.1% | -6.8% |
| 1Y | -14.0% | +0.3% | -14.3% | -14.1% |
| 3Y | +30.3% | +19.2% | +11.1% | +24.7% |
| 5Y | +37.7% | +3.6% | +34.1% | +23.4% |
| All | +37.7% | +3.7% | +34.0% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling