+121.6%
KRE vs VUG
+419.9%
-298.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | -1.4% | -1.9% | +0.5% | 0.0% |
| 30D | -3.9% | -1.6% | -2.3% | -2.8% |
| 3M | +3.6% | +4.4% | -0.8% | -0.2% |
| 6M | +15.4% | +13.2% | +2.2% | +4.0% |
| YTD | +15.2% | +7.5% | +7.7% | +7.9% |
| 1Y | +16.5% | +12.5% | +4.0% | +5.0% |
| 3Y | +85.2% | +86.0% | -0.8% | +11.0% |
| 5Y | +33.1% | +76.5% | -43.4% | -18.2% |
| All | +121.6% | +419.9% | -298.3% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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