+148.6%
KRE vs VUG
+1,087.2%
-938.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.2% |
| 7D | +0.7% | +2.5% | -1.8% | -1.8% |
| 30D | +6.1% | -6.3% | +12.4% | +12.5% |
| 3M | -5.9% | -6.0% | +0.1% | -0.8% |
| 6M | +9.6% | -3.5% | +13.1% | +11.6% |
| YTD | +14.2% | +3.9% | +10.3% | +7.1% |
| 1Y | +22.5% | +5.1% | +17.4% | +13.4% |
| 3Y | +90.4% | +77.9% | +12.5% | -0.7% |
| 5Y | +11.9% | +62.4% | -50.5% | -38.1% |
| 10Y | +88.8% | +399.4% | -310.6% | -74.7% |
| All | +148.6% | +1,087.2% | -938.6% | -88.8% |
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 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