+21.5%
KRE vs VST
-27.8%
+49.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.2% |
| 7D | -1.6% | +10.9% | -12.5% | -1.7% |
| 30D | +4.9% | -15.6% | +20.5% | +5.0% |
| 3M | -4.5% | -7.8% | +3.3% | -4.7% |
| 6M | +7.7% | -12.0% | +19.6% | +7.2% |
| YTD | +14.5% | -16.9% | +31.4% | +15.0% |
| 1Y | +21.5% | -25.1% | +46.6% | +21.5% |
| All | +21.5% | -27.8% | +49.3% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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