+641.2%
KRMD vs VT
+222.7%
+418.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -4.5% | -0.1% | -4.4% | -4.4% |
| 30D | -7.4% | -0.7% | -6.7% | -6.9% |
| 3M | -21.2% | +4.0% | -25.2% | -24.4% |
| 6M | -31.7% | +12.3% | -44.0% | -39.0% |
| YTD | -45.8% | +14.0% | -59.8% | -52.2% |
| 1Y | -21.4% | +20.3% | -41.7% | -34.3% |
| 3Y | +22.1% | +75.4% | -53.3% | -25.4% |
| 5Y | +2.9% | +66.0% | -63.0% | -34.1% |
| 10Y | +641.2% | +228.2% | +413.0% | +141.7% |
| All | +641.2% | +222.7% | +418.5% | +141.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling