+37.7%
KR vs VTV
+67.6%
-29.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.6% |
| 7D | -0.2% | -1.1% | +0.9% | 0.0% |
| 30D | +5.1% | -1.0% | +6.1% | +5.2% |
| 3M | -8.2% | +4.6% | -12.8% | -8.8% |
| 6M | -18.0% | +13.5% | -31.5% | -19.7% |
| YTD | -4.8% | +18.5% | -23.3% | -7.9% |
| 1Y | -11.0% | +22.9% | -33.9% | -14.7% |
| 3Y | +37.7% | +67.8% | -30.2% | +16.2% |
| All | +37.7% | +67.6% | -29.9% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling