+723.1%
KR vs VCIT
+96.1%
+627.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +0.8% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +11.3% | +1.1% | +10.2% | +11.4% |
| 3M | +22.3% | -1.4% | +23.6% | +22.1% |
| 6M | +5.8% | -2.3% | +8.1% | +5.5% |
| YTD | +11.7% | -1.8% | +13.5% | +11.5% |
| 1Y | +8.9% | -1.0% | +9.9% | +8.7% |
| 3Y | +67.1% | +19.3% | +47.9% | +70.2% |
| 5Y | +80.0% | +3.8% | +76.2% | +76.1% |
| 10Y | +156.3% | +30.6% | +125.7% | +173.9% |
| All | +723.1% | +96.1% | +627.0% | +960.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling