+40.3%
KRG vs VT
+346.0%
-305.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +1.5% | -2.3% | +3.8% | +4.2% |
| 30D | +8.5% | -5.0% | +13.4% | +14.9% |
| 3M | -3.6% | -4.9% | +1.3% | +1.8% |
| 6M | -2.4% | -1.5% | -0.8% | -2.1% |
| YTD | +11.8% | +8.5% | +3.3% | -1.4% |
| 1Y | +21.7% | +11.4% | +10.4% | +3.7% |
| 3Y | +35.9% | +70.1% | -34.2% | -33.0% |
| 5Y | +45.4% | +53.7% | -8.4% | -18.8% |
| 10Y | +84.2% | +220.0% | -135.8% | -56.4% |
| All | +40.3% | +346.0% | -305.7% | -81.8% |
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