+116.5%
KRO vs VT
+363.9%
-247.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.1% |
| 7D | +0.5% | -0.3% | +0.8% | +0.8% |
| 30D | -2.5% | -1.4% | -1.1% | -1.0% |
| 3M | +24.8% | -1.4% | +26.1% | +26.7% |
| 6M | +5.7% | +5.5% | +0.2% | -0.4% |
| YTD | +79.0% | +12.8% | +66.2% | +56.7% |
| 1Y | +71.8% | +15.4% | +56.4% | +46.8% |
| 3Y | +11.0% | +76.9% | -65.9% | -39.5% |
| 5Y | -28.1% | +60.4% | -88.5% | -56.4% |
| 10Y | +64.7% | +232.8% | -168.1% | -52.7% |
| All | +116.5% | +363.9% | -247.4% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling