+151.0%
KR vs VT
+221.8%
-70.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +4.6% | +2.4% | +2.2% | +4.1% |
| 30D | +12.2% | -1.5% | +13.7% | +12.5% |
| 3M | +24.6% | -4.1% | +28.7% | +25.4% |
| 6M | +8.2% | +0.6% | +7.6% | +7.7% |
| YTD | +15.3% | +11.0% | +4.2% | +12.0% |
| 1Y | +9.8% | +13.3% | -3.6% | +6.1% |
| 3Y | +71.4% | +73.4% | -2.0% | +45.9% |
| 5Y | +85.1% | +57.4% | +27.6% | +60.4% |
| All | +151.0% | +221.8% | -70.8% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling