+52.0%
KR vs VIG
+63.0%
-11.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.5% |
| 7D | -0.2% | -1.1% | +0.9% | +0.2% |
| 30D | +5.1% | -2.7% | +7.8% | +6.0% |
| 3M | -8.2% | +2.5% | -10.7% | -8.9% |
| 6M | -18.0% | +9.2% | -27.2% | -20.4% |
| YTD | -4.8% | +9.8% | -14.6% | -7.9% |
| 1Y | -11.0% | +12.4% | -23.4% | -14.7% |
| 3Y | +37.7% | +55.9% | -18.2% | +12.6% |
| All | +52.0% | +63.0% | -11.0% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling