-14.7%
KR vs VG
+12.9%
-27.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.8% | -5.1% | -1.5% |
| 7D | -3.1% | +3.8% | -6.9% | -3.2% |
| 30D | +0.6% | +7.2% | -6.6% | +0.2% |
| 3M | -9.8% | +22.8% | -32.6% | -11.1% |
| 6M | -22.1% | +33.2% | -55.3% | -23.6% |
| YTD | -8.1% | +124.8% | -132.9% | -10.8% |
| 1Y | -14.7% | +15.8% | -30.5% | -20.0% |
| All | -14.7% | +12.9% | -27.5% | -20.0% |
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