+52.0%
KR vs VSH
+74.2%
-22.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.1% | -3.4% | +3.1% |
| 7D | -0.2% | +4.8% | -4.9% | +0.1% |
| 30D | +5.1% | -0.7% | +5.8% | +5.1% |
| 3M | -8.2% | -43.1% | +34.9% | -10.3% |
| 6M | -18.0% | +91.8% | -109.8% | -16.2% |
| YTD | -4.8% | +131.6% | -136.4% | -2.4% |
| 1Y | -11.0% | +118.1% | -129.1% | -8.9% |
| 3Y | +37.7% | +40.9% | -3.2% | +45.0% |
| All | +52.0% | +74.2% | -22.1% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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