+1,065.0%
KR vs VTR
+1,502.7%
-437.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.8% |
| 7D | -2.7% | -1.8% | -0.9% | -2.5% |
| 30D | +1.9% | +4.0% | -2.1% | +1.6% |
| 3M | -11.0% | +7.8% | -18.9% | -11.7% |
| 6M | -20.2% | +6.4% | -26.6% | -20.7% |
| YTD | -7.3% | +18.3% | -25.6% | -8.8% |
| 1Y | -13.1% | +33.9% | -47.1% | -15.5% |
| 3Y | +29.7% | +134.3% | -104.6% | +19.4% |
| 5Y | +48.8% | +90.3% | -41.5% | +38.7% |
| 10Y | +122.8% | +100.1% | +22.6% | +99.0% |
| All | +1,065.0% | +1,502.7% | -437.7% | +787.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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