+175.7%
KRE vs VEA
+167.0%
+8.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.3% |
| 7D | -1.1% | +0.3% | -1.4% | -1.4% |
| 30D | -3.4% | +0.4% | -3.8% | -3.9% |
| 3M | +3.7% | +4.8% | -1.1% | -2.0% |
| 6M | +14.8% | +11.3% | +3.5% | +1.1% |
| YTD | +14.7% | +17.4% | -2.7% | -4.8% |
| 1Y | +16.0% | +26.2% | -10.2% | -10.9% |
| 3Y | +84.3% | +77.7% | +6.5% | -1.3% |
| 5Y | +30.9% | +60.9% | -30.1% | -21.9% |
| 10Y | +122.0% | +163.6% | -41.6% | -17.1% |
| All | +175.7% | +167.0% | +8.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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