+83.8%
KRE vs VUG
+398.3%
-314.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.0% |
| 7D | +0.7% | +2.5% | -1.8% | -1.1% |
| 30D | +6.1% | -6.3% | +12.4% | +10.9% |
| 3M | -5.9% | -6.0% | +0.1% | -2.0% |
| 6M | +9.6% | -3.5% | +13.1% | +11.3% |
| YTD | +14.2% | +3.9% | +10.3% | +9.1% |
| 1Y | +22.5% | +5.1% | +17.4% | +15.9% |
| 3Y | +90.4% | +77.9% | +12.5% | +17.5% |
| 5Y | +11.9% | +62.4% | -50.5% | -26.6% |
| All | +83.8% | +398.3% | -314.4% | -57.7% |
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