+11.4%
KRE vs VUG
+62.0%
-50.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.9% |
| 7D | +0.7% | +2.5% | -1.8% | -0.8% |
| 30D | +6.1% | -6.3% | +12.4% | +10.2% |
| 3M | -5.9% | -6.0% | +0.1% | -2.6% |
| 6M | +9.6% | -3.5% | +13.1% | +11.1% |
| YTD | +14.2% | +3.9% | +10.3% | +9.8% |
| 1Y | +22.5% | +5.1% | +17.4% | +16.8% |
| 3Y | +90.4% | +77.9% | +12.5% | +25.6% |
| All | +11.4% | +62.0% | -50.6% | -25.0% |
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