+1,694.4%
KRMD vs VT
+357.6%
+1,336.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +3.4% |
| 7D | +5.9% | +0.4% | +5.5% | +5.9% |
| 30D | +9.1% | -2.6% | +11.7% | +10.6% |
| 3M | -9.0% | -3.2% | -5.8% | -7.6% |
| 6M | -23.1% | +0.9% | -24.0% | -23.4% |
| YTD | -44.4% | +11.3% | -55.7% | -46.9% |
| 1Y | -17.2% | +14.0% | -31.2% | -21.8% |
| 3Y | +59.1% | +75.8% | -16.7% | +27.7% |
| 5Y | +15.4% | +57.8% | -42.5% | -3.8% |
| 10Y | +669.0% | +219.8% | +449.2% | +436.3% |
| All | +1,694.4% | +357.6% | +1,336.8% | +1,032.2% |
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