+60.9%
KRG vs VT
+66.2%
-5.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | -0.2% | +1.0% | -1.2% | -1.0% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | -5.5% | +4.5% | -10.0% | -9.5% |
| 6M | +3.4% | +14.1% | -10.6% | -9.0% |
| YTD | +13.2% | +14.8% | -1.5% | -1.3% |
| 1Y | +20.4% | +21.2% | -0.8% | -0.6% |
| 3Y | +33.3% | +76.6% | -43.3% | -25.8% |
| 5Y | +60.9% | +66.6% | -5.7% | -5.0% |
| All | +60.9% | +66.2% | -5.3% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling