+116.8%
KR vs VTEB
+25.5%
+91.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.4% | +2.8% |
| 7D | -0.2% | -0.9% | +0.7% | -0.4% |
| 30D | +5.1% | -2.5% | +7.6% | +4.5% |
| 3M | -8.2% | -3.0% | -5.2% | -8.8% |
| 6M | -18.0% | -2.1% | -15.9% | -18.4% |
| YTD | -4.8% | -1.5% | -3.3% | -5.1% |
| 1Y | -11.0% | +0.2% | -11.2% | -11.0% |
| 3Y | +37.7% | +8.6% | +29.1% | +40.1% |
| 5Y | +52.8% | +1.2% | +51.6% | +51.9% |
| 10Y | +128.8% | +18.1% | +110.7% | +168.5% |
| All | +116.8% | +25.5% | +91.3% | +193.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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