-59.7%
KRMN vs VYM
+21.8%
-81.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +1.2% | -14.7% | -16.6% |
| 7D | -10.0% | +1.2% | -11.2% | -12.9% |
| 30D | +3.5% | +5.2% | -1.8% | -9.8% |
| 3M | -36.7% | +0.5% | -37.2% | -37.5% |
| 6M | -47.7% | +7.7% | -55.4% | -56.4% |
| YTD | -53.3% | +17.2% | -70.5% | -70.6% |
| 1Y | -59.7% | +21.7% | -81.3% | -77.6% |
| All | -59.7% | +21.8% | -81.4% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling