+8.9%
KR vs VG
+35.0%
-26.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | +2.7% | -7.7% | +10.4% | +3.0% |
| 30D | +11.3% | -8.8% | +20.1% | +11.4% |
| 3M | +22.3% | -15.6% | +37.9% | +22.9% |
| 6M | +5.8% | +5.2% | +0.6% | +3.9% |
| YTD | +11.7% | +76.9% | -65.2% | +5.2% |
| 1Y | +8.9% | +42.5% | -33.6% | +2.2% |
| All | +8.9% | +35.0% | -26.2% | +2.2% |
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