+41.3%
KRG vs VT
+357.6%
-316.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -2.4% |
| 7D | -0.4% | +0.4% | -0.8% | -1.1% |
| 30D | +7.2% | -2.6% | +9.8% | +10.2% |
| 3M | -3.0% | -3.2% | +0.2% | +0.3% |
| 6M | -1.6% | +0.9% | -2.5% | -4.3% |
| YTD | +12.6% | +11.3% | +1.3% | -3.8% |
| 1Y | +20.0% | +14.0% | +6.0% | -0.7% |
| 3Y | +43.6% | +75.8% | -32.3% | -32.1% |
| 5Y | +50.0% | +57.8% | -7.8% | -18.8% |
| 10Y | +81.5% | +219.8% | -138.3% | -57.0% |
| All | +41.3% | +357.6% | -316.3% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling