+603.0%
KR vs VCIT
+98.3%
+504.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | -0.3% | +1.9% | +1.5% |
| 30D | +4.1% | -0.8% | +4.8% | +4.0% |
| 3M | -5.2% | -1.0% | -4.2% | -5.3% |
| 6M | -12.8% | -1.8% | -10.9% | -12.9% |
| YTD | -4.6% | -0.7% | -3.9% | -4.7% |
| 1Y | -11.7% | +1.0% | -12.7% | -11.6% |
| 3Y | +36.3% | +18.8% | +17.4% | +38.7% |
| 5Y | +40.0% | +3.5% | +36.5% | +36.6% |
| 10Y | +122.2% | +29.2% | +93.0% | +136.4% |
| All | +603.0% | +98.3% | +504.7% | +807.0% |
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