+17.4%
KRMN vs VCLT
+2.6%
+14.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | -11.8% | -1.4% | -10.4% | -9.6% |
| 30D | -43.0% | -1.2% | -41.8% | -41.9% |
| 3M | -28.8% | -4.8% | -24.1% | -22.6% |
| 6M | -66.3% | -2.6% | -63.8% | -64.4% |
| YTD | -51.8% | -3.3% | -48.4% | -48.5% |
| 1Y | -44.7% | -4.8% | -39.9% | -39.5% |
| All | +17.4% | +2.6% | +14.8% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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