-33.1%
KRC vs VT
+53.4%
-86.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | -0.7% | -2.3% | +1.6% | +2.0% |
| 30D | +5.3% | -5.0% | +10.3% | +11.3% |
| 3M | -2.4% | -4.9% | +2.5% | +3.1% |
| 6M | +5.2% | -1.5% | +6.8% | +6.3% |
| YTD | +0.7% | +8.5% | -7.8% | -9.3% |
| 1Y | -10.6% | +11.4% | -21.9% | -22.1% |
| 3Y | +37.5% | +70.1% | -32.5% | -26.7% |
| All | -33.1% | +53.4% | -86.5% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling