+26.9%
KRE vs VIG
+19.5%
+7.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | -0.6% |
| 7D | +2.8% | +2.7% | +0.1% | -0.2% |
| 30D | +5.3% | +7.0% | -1.7% | -2.3% |
| 3M | -4.2% | +4.0% | -8.2% | -8.3% |
| 6M | +8.7% | +12.3% | -3.6% | -4.9% |
| YTD | +16.4% | +16.4% | 0.0% | -2.3% |
| 1Y | +26.9% | +19.2% | +7.6% | +3.2% |
| All | +26.9% | +19.5% | +7.4% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling