-43.6%
KROS vs VT
+183.2%
-226.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +2.6% | +0.4% | +2.2% | +2.0% |
| 30D | +13.3% | +1.0% | +12.3% | +12.0% |
| 3M | +5.1% | +2.4% | +2.7% | +1.8% |
| 6M | -17.8% | +12.0% | -29.8% | -28.5% |
| YTD | -44.4% | +15.3% | -59.7% | -53.4% |
| 1Y | -27.2% | +22.6% | -49.8% | -43.5% |
| 3Y | -68.8% | +74.7% | -143.4% | -84.8% |
| 5Y | -65.5% | +66.1% | -131.7% | -81.4% |
| All | -43.6% | +183.2% | -226.8% | -80.6% |
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