+128.3%
KRE vs VT
+224.5%
-96.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +1.3% | +0.4% | +0.9% | +0.8% |
| 30D | -2.7% | +1.0% | -3.7% | -3.9% |
| 3M | +8.2% | +2.4% | +5.8% | +4.4% |
| 6M | +12.8% | +12.0% | +0.8% | -3.0% |
| YTD | +17.5% | +15.3% | +2.2% | -2.7% |
| 1Y | +16.6% | +22.6% | -6.0% | -10.7% |
| 3Y | +79.5% | +74.7% | +4.8% | -11.6% |
| 5Y | +32.4% | +66.1% | -33.7% | -29.8% |
| All | +128.3% | +224.5% | -96.2% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling