+16.5%
KRE vs VSH
+109.0%
-92.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -1.4% | +3.1% | -4.5% | -1.6% |
| 30D | -3.9% | -5.7% | +1.8% | -3.5% |
| 3M | +3.6% | -42.5% | +46.1% | +7.7% |
| 6M | +15.4% | +82.7% | -67.3% | -6.0% |
| YTD | +15.2% | +118.2% | -103.0% | -10.2% |
| 1Y | +16.5% | +109.7% | -93.2% | -10.0% |
| All | +16.5% | +109.0% | -92.5% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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