-83.3%
KROS vs VT
+57.0%
-140.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | +10.0% | +2.4% | +7.7% | +6.7% |
| 30D | -6.8% | -1.5% | -5.3% | -4.7% |
| 3M | -3.4% | -4.1% | +0.7% | +2.1% |
| 6M | -14.1% | +0.6% | -14.6% | -14.7% |
| YTD | -49.4% | +11.0% | -60.4% | -55.5% |
| 1Y | -40.5% | +13.3% | -53.8% | -49.0% |
| 3Y | -65.7% | +73.4% | -139.0% | -83.7% |
| All | -83.3% | +57.0% | -140.3% | -89.8% |
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