+37.7%
KR vs VGT
+123.9%
-86.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +3.0% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | +5.1% | -0.4% | +5.5% | +5.0% |
| 3M | -8.2% | +4.4% | -12.6% | -6.9% |
| 6M | -18.0% | +32.1% | -50.1% | -13.0% |
| YTD | -4.8% | +28.8% | -33.6% | +0.8% |
| 1Y | -11.0% | +35.3% | -46.4% | -5.2% |
| 3Y | +37.7% | +124.8% | -87.1% | +51.1% |
| All | +37.7% | +123.9% | -86.2% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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