+10.6%
KR vs VTV
+28.2%
-17.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.7% | +3.1% |
| 7D | +6.1% | +1.8% | +4.3% | +6.0% |
| 30D | +17.3% | +6.0% | +11.3% | +17.5% |
| 3M | +20.2% | +3.7% | +16.5% | +20.1% |
| 6M | +3.3% | +13.9% | -10.6% | +5.3% |
| YTD | +12.3% | +22.8% | -10.5% | +12.4% |
| 1Y | +10.6% | +27.9% | -17.3% | +8.3% |
| All | +10.6% | +28.2% | -17.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling