+57.9%
KRO vs VT
+224.5%
-166.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.7% | +0.4% | -4.1% | -4.2% |
| 30D | +36.5% | +1.0% | +35.6% | +34.9% |
| 3M | +23.6% | +2.4% | +21.2% | +19.8% |
| 6M | +49.1% | +12.0% | +37.1% | +28.9% |
| YTD | +95.0% | +15.3% | +79.6% | +63.0% |
| 1Y | +43.6% | +22.6% | +21.1% | +11.5% |
| 3Y | +12.3% | +74.7% | -62.3% | -42.4% |
| 5Y | -15.5% | +66.1% | -81.7% | -54.0% |
| All | +57.9% | +224.5% | -166.6% | -67.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling