+1.9%
KRMD vs VT
+66.2%
-64.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | -3.9% | +1.0% | -4.9% | -4.9% |
| 30D | -10.7% | -0.2% | -10.5% | -10.6% |
| 3M | -20.6% | +4.5% | -25.1% | -24.5% |
| 6M | -30.3% | +14.1% | -44.4% | -39.7% |
| YTD | -45.4% | +14.8% | -60.2% | -53.1% |
| 1Y | -22.3% | +21.2% | -43.5% | -37.2% |
| 3Y | +22.9% | +76.6% | -53.7% | -30.0% |
| 5Y | +1.9% | +66.6% | -64.7% | -33.6% |
| All | +1.9% | +66.2% | -64.3% | -33.6% |
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 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