+295.2%
KRE vs VT
+345.0%
-49.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +2.3% |
| 7D | -0.8% | -4.2% | +3.4% | +4.2% |
| 30D | +3.2% | -5.8% | +9.0% | +10.4% |
| 3M | -6.0% | -5.2% | -0.7% | -0.2% |
| 6M | +4.6% | +0.1% | +4.5% | +3.4% |
| YTD | +13.5% | +8.2% | +5.3% | +2.1% |
| 1Y | +22.2% | +10.1% | +12.1% | +7.7% |
| 3Y | +79.8% | +69.7% | +10.1% | -4.0% |
| 5Y | +11.2% | +53.4% | -42.2% | -32.7% |
| 10Y | +116.1% | +219.2% | -103.2% | -41.4% |
| All | +295.2% | +345.0% | -49.8% | -16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling