+792.0%
KR vs VO
+821.9%
-29.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -1.3% | +0.6% | -1.9% | -1.5% |
| 30D | +1.5% | -1.1% | +2.6% | +2.0% |
| 3M | -8.5% | +4.5% | -13.1% | -10.2% |
| 6M | -21.9% | +11.1% | -32.9% | -25.4% |
| YTD | -6.9% | +13.5% | -20.4% | -12.0% |
| 1Y | -14.0% | +14.5% | -28.5% | -19.1% |
| 3Y | +30.3% | +58.1% | -27.8% | +5.5% |
| 5Y | +37.7% | +43.3% | -5.6% | +14.6% |
| 10Y | +125.2% | +193.2% | -68.0% | +28.1% |
| All | +792.0% | +821.9% | -29.9% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 all: compounded portfolio wealth divided by compounded VO 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…
all analysis · Full analysis span regression · 6 months rolling