+103.1%
KRE vs VCIT
+29.7%
+73.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | -0.4% | +0.7% | -1.1% | -0.7% |
| 30D | +6.4% | +1.8% | +4.6% | +5.6% |
| 3M | -3.1% | -1.6% | -1.5% | -2.4% |
| 6M | +6.4% | -2.1% | +8.5% | +7.4% |
| YTD | +15.3% | -1.6% | +16.9% | +16.2% |
| 1Y | +23.3% | -0.8% | +24.1% | +23.8% |
| 3Y | +93.6% | +19.9% | +73.7% | +82.1% |
| 5Y | +13.2% | +3.3% | +9.9% | +5.4% |
| 10Y | +103.1% | +30.6% | +72.5% | +170.6% |
| All | +103.1% | +29.7% | +73.5% | +170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling