+64.1%
KRC vs VT
+345.0%
-280.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | +0.6% |
| 7D | -0.4% | -4.2% | +3.8% | +4.7% |
| 30D | +7.0% | -5.8% | +12.8% | +14.5% |
| 3M | -4.7% | -5.2% | +0.6% | +1.4% |
| 6M | +11.4% | +0.1% | +11.3% | +10.6% |
| YTD | +2.0% | +8.2% | -6.3% | -8.0% |
| 1Y | -9.0% | +10.1% | -19.2% | -19.7% |
| 3Y | +38.1% | +69.7% | -31.6% | -25.8% |
| 5Y | -31.9% | +53.4% | -85.3% | -58.7% |
| 10Y | -17.7% | +219.2% | -236.9% | -79.4% |
| All | +64.1% | +345.0% | -280.9% | -71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling