+37.7%
KR vs VTRS
+84.5%
-46.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.7% |
| 7D | -0.2% | -2.2% | +2.0% | -0.1% |
| 30D | +5.1% | +3.3% | +1.7% | +4.9% |
| 3M | -8.2% | +2.0% | -10.1% | -8.3% |
| 6M | -18.0% | +19.9% | -37.9% | -18.7% |
| YTD | -4.8% | +35.7% | -40.5% | -6.1% |
| 1Y | -11.0% | +68.1% | -79.1% | -13.2% |
| 3Y | +37.7% | +87.1% | -49.4% | +32.1% |
| All | +37.7% | +84.5% | -46.8% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling