+84.6%
KRE vs VSH
+35.1%
+49.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -1.1% | +3.5% | -4.6% | -1.8% |
| 30D | -3.4% | -4.4% | +1.0% | -2.6% |
| 3M | +3.7% | -45.8% | +49.5% | +17.4% |
| 6M | +14.8% | +90.1% | -75.4% | -16.2% |
| YTD | +14.7% | +120.3% | -105.7% | -21.3% |
| 1Y | +16.0% | +112.2% | -96.2% | -20.2% |
| All | +84.6% | +35.1% | +49.5% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling