+51.8%
KRMN vs VT
+27.6%
+24.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.1% | +0.2% | +41.9% | +41.7% |
| 7D | +14.2% | -2.3% | +16.5% | +18.4% |
| 30D | +45.3% | -5.0% | +50.3% | +58.2% |
| 3M | -17.3% | -4.9% | -12.4% | -9.9% |
| 6M | -27.8% | -1.5% | -26.3% | -25.5% |
| YTD | -37.7% | +8.5% | -46.1% | -45.4% |
| 1Y | -39.2% | +11.4% | -50.5% | -48.5% |
| All | +51.8% | +27.6% | +24.2% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling