+1,705.6%
KRMD vs VT
+374.2%
+1,331.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | -21.3% | +1.0% | -22.3% | -21.7% |
| 3M | -21.5% | +2.4% | -23.9% | -22.4% |
| 6M | -33.0% | +12.0% | -45.0% | -36.3% |
| YTD | -44.1% | +15.3% | -59.4% | -47.5% |
| 1Y | -20.7% | +22.6% | -43.3% | -27.6% |
| 3Y | +24.0% | +74.7% | -50.6% | -0.5% |
| 5Y | +0.6% | +66.1% | -65.5% | -17.9% |
| 10Y | +622.2% | +225.0% | +397.2% | +396.6% |
| All | +1,705.6% | +374.2% | +1,331.4% | +1,019.9% |
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