+296.3%
KRE vs VXUS
+164.4%
+131.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.2% |
| 7D | -1.6% | -0.5% | -1.1% | -1.2% |
| 30D | +4.9% | -1.2% | +6.1% | +6.0% |
| 3M | -4.5% | -3.8% | -0.7% | -0.9% |
| 6M | +7.7% | -1.7% | +9.3% | +8.2% |
| YTD | +14.5% | +11.4% | +3.1% | 0.0% |
| 1Y | +21.5% | +13.3% | +8.2% | +4.2% |
| 3Y | +91.2% | +70.0% | +21.3% | +6.0% |
| 5Y | +11.8% | +48.1% | -36.3% | -27.7% |
| 10Y | +89.3% | +147.1% | -57.7% | -25.0% |
| All | +296.3% | +164.4% | +131.9% | +40.0% |
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