+10.9%
KRE vs VT
+53.4%
-42.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | +0.3% | -2.3% | +2.6% | +2.8% |
| 30D | +4.8% | -5.0% | +9.8% | +10.6% |
| 3M | -5.1% | -4.9% | -0.2% | 0.0% |
| 6M | +3.3% | -1.5% | +4.8% | +4.1% |
| YTD | +13.3% | +8.5% | +4.9% | +1.6% |
| 1Y | +22.9% | +11.4% | +11.5% | +6.7% |
| 3Y | +82.1% | +70.1% | +12.0% | -3.3% |
| All | +10.9% | +53.4% | -42.5% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling