+32.1%
KRMN vs VLTO
-4.0%
+36.1%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | -3.4% | -1.6% | -1.8% | -2.6% |
| 30D | -31.8% | -2.9% | -29.0% | -30.9% |
| 3M | -20.0% | +12.7% | -32.7% | -26.2% |
| 6M | -60.5% | +1.6% | -62.1% | -60.8% |
| YTD | -45.8% | -4.0% | -41.8% | -44.1% |
| 1Y | -36.4% | -10.2% | -26.2% | -31.0% |
| All | +32.1% | -4.0% | +36.1% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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