+36.1%
KR vs VLTO
+26.2%
+9.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -1.3% | -1.6% | +0.3% | -1.2% |
| 30D | +1.5% | -2.9% | +4.4% | +1.7% |
| 3M | -8.5% | +12.7% | -21.2% | -9.1% |
| 6M | -21.9% | +1.6% | -23.5% | -22.0% |
| YTD | -6.9% | -4.0% | -2.9% | -6.8% |
| 1Y | -14.0% | -10.2% | -3.8% | -13.7% |
| All | +36.1% | +26.2% | +9.9% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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