+784.1%
KRMD vs VT
+224.4%
+559.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.1% | +1.1% | +22.0% | +22.1% |
| 7D | +19.0% | -0.7% | +19.7% | +20.2% |
| 30D | +31.0% | -1.7% | +32.7% | +33.7% |
| 3M | +12.8% | -2.3% | +15.1% | +15.5% |
| 6M | -3.2% | +1.5% | -4.8% | -4.6% |
| YTD | -33.0% | +12.0% | -45.1% | -39.8% |
| 1Y | +4.3% | +12.9% | -8.6% | -6.9% |
| 3Y | +81.8% | +74.9% | +6.8% | +12.2% |
| 5Y | +10.2% | +59.9% | -49.7% | -26.7% |
| 10Y | +784.1% | +224.6% | +559.5% | +212.6% |
| All | +784.1% | +224.4% | +559.7% | +212.6% |
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