+10.6%
KR vs VG
+47.2%
-36.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.7% | +10.9% | +3.5% |
| 7D | +6.1% | -16.4% | +22.5% | +6.8% |
| 30D | +17.3% | -10.8% | +28.1% | +17.6% |
| 3M | +20.2% | -6.3% | +26.5% | +19.8% |
| 6M | +3.3% | -12.5% | +15.8% | +3.2% |
| YTD | +12.3% | +76.9% | -64.6% | +5.7% |
| 1Y | +10.6% | +51.8% | -41.2% | +4.5% |
| All | +10.6% | +47.2% | -36.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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