+10.9%
KRE vs VST
+561.4%
-550.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.6% | -10.7% | -1.5% |
| 7D | +0.3% | -9.8% | +10.1% | +1.3% |
| 30D | +4.8% | -25.1% | +29.9% | +8.4% |
| 3M | -5.1% | -11.6% | +6.5% | -4.3% |
| 6M | +3.3% | -20.9% | +24.2% | +5.3% |
| YTD | +13.3% | -22.3% | +35.6% | +14.9% |
| 1Y | +22.9% | -32.0% | +54.9% | +26.9% |
| 3Y | +82.1% | +262.4% | -180.3% | +10.8% |
| All | +10.9% | +561.4% | -550.5% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling