+1.1%
KR vs VG
-38.0%
+39.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.4% |
| 7D | -1.3% | -2.5% | +1.2% | -1.3% |
| 30D | +1.5% | +11.1% | -9.6% | +1.6% |
| 3M | -8.5% | +14.9% | -23.4% | -8.4% |
| 6M | -21.9% | +18.4% | -40.2% | -21.4% |
| YTD | -6.9% | +116.6% | -123.4% | -3.8% |
| 1Y | -14.0% | +9.4% | -23.3% | -14.6% |
| All | +1.1% | -38.0% | +39.2% | -1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling