+293.9%
KRE vs VXUS
+161.9%
+132.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.4% |
| 7D | +0.3% | +2.3% | -2.0% | -2.1% |
| 30D | +5.0% | -2.2% | +7.2% | +7.3% |
| 3M | -5.7% | -5.4% | -0.3% | -0.6% |
| 6M | +7.5% | -1.2% | +8.8% | +7.5% |
| YTD | +13.8% | +10.4% | +3.5% | +0.4% |
| 1Y | +20.7% | +11.8% | +8.8% | +4.9% |
| 3Y | +90.1% | +68.4% | +21.7% | +6.4% |
| 5Y | +11.5% | +45.9% | -34.3% | -26.7% |
| 10Y | +88.2% | +144.7% | -56.5% | -24.7% |
| All | +293.9% | +161.9% | +132.0% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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