+4,143.0%
KR vs VSH
+1,668.7%
+2,474.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | -3.1% | +3.5% | -6.6% | -3.4% |
| 30D | +0.6% | -4.4% | +5.0% | +0.9% |
| 3M | -9.8% | -45.8% | +36.0% | -5.8% |
| 6M | -22.1% | +90.1% | -112.3% | -28.6% |
| YTD | -8.1% | +120.3% | -128.4% | -17.3% |
| 1Y | -14.7% | +112.2% | -126.9% | -23.2% |
| 3Y | +28.6% | +36.6% | -8.0% | +18.4% |
| 5Y | +36.4% | +67.0% | -30.7% | +21.4% |
| 10Y | +120.8% | +179.5% | -58.7% | +78.5% |
| All | +4,143.0% | +1,668.7% | +2,474.3% | +1,725.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling