-83.9%
KROS vs VT
+59.8%
-143.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +0.8% |
| 7D | -11.9% | -0.7% | -11.2% | -10.8% |
| 30D | -17.8% | -1.7% | -16.1% | -15.7% |
| 3M | -10.3% | -2.3% | -8.0% | -7.4% |
| 6M | -20.6% | +1.5% | -22.1% | -21.9% |
| YTD | -53.1% | +12.0% | -65.2% | -59.3% |
| 1Y | -43.6% | +12.9% | -56.4% | -51.4% |
| 3Y | -67.7% | +74.9% | -142.7% | -84.8% |
| 5Y | -83.9% | +59.9% | -143.8% | -90.3% |
| All | -83.9% | +59.8% | -143.7% | -90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling