+306.5%
KRE vs VXUS
+179.6%
+126.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | 0.0% |
| 7D | +1.3% | +1.0% | +0.3% | +0.3% |
| 30D | -2.7% | +2.2% | -4.9% | -4.9% |
| 3M | +8.2% | +3.0% | +5.2% | +4.1% |
| 6M | +12.8% | +10.7% | +2.2% | 0.0% |
| YTD | +17.5% | +17.8% | -0.3% | -2.8% |
| 1Y | +16.6% | +27.6% | -11.0% | -11.5% |
| 3Y | +79.5% | +73.3% | +6.2% | -1.8% |
| 5Y | +32.4% | +54.3% | -21.9% | -17.6% |
| 10Y | +124.1% | +149.8% | -25.7% | -12.5% |
| All | +306.5% | +179.6% | +126.9% | +36.0% |
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