+155.8%
KRE vs VUG
+1,145.5%
-989.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | -2.7% | -0.3% | -2.4% | -2.5% |
| 3M | +8.2% | -0.7% | +8.9% | +7.9% |
| 6M | +12.8% | +14.6% | -1.8% | -3.1% |
| YTD | +17.5% | +9.0% | +8.5% | +5.9% |
| 1Y | +16.6% | +14.9% | +1.7% | -0.7% |
| 3Y | +79.5% | +86.0% | -6.6% | -9.9% |
| 5Y | +32.4% | +76.7% | -44.3% | -32.6% |
| 10Y | +124.1% | +411.3% | -287.2% | -70.3% |
| All | +155.8% | +1,145.5% | -989.7% | -88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling