+17.4%
KRMN vs VIG
+20.6%
-3.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +1.2% |
| 7D | -11.8% | -1.1% | -10.7% | -9.8% |
| 30D | -43.0% | -2.7% | -40.3% | -39.8% |
| 3M | -28.8% | +2.5% | -31.4% | -31.6% |
| 6M | -66.3% | +9.2% | -75.6% | -70.9% |
| YTD | -51.8% | +9.8% | -61.6% | -58.6% |
| 1Y | -44.7% | +12.4% | -57.1% | -53.9% |
| All | +17.4% | +20.6% | -3.2% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling