+31.7%
KRE vs VUG
+77.1%
-45.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -1.8% | -0.5% | -1.3% | -1.5% |
| 30D | -4.5% | -1.0% | -3.5% | -3.9% |
| 3M | +2.7% | +3.5% | -0.8% | +0.1% |
| 6M | +16.9% | +14.2% | +2.7% | +6.2% |
| YTD | +15.4% | +8.5% | +6.9% | +8.4% |
| 1Y | +16.1% | +12.9% | +3.2% | +6.0% |
| 3Y | +85.7% | +85.6% | +0.1% | +20.3% |
| All | +31.7% | +77.1% | -45.5% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling