+95.6%
KRP vs VT
+201.1%
-105.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.7% |
| 7D | +2.7% | +2.9% | -0.2% | -0.1% |
| 30D | -2.0% | -2.5% | +0.5% | 0.0% |
| 3M | +4.8% | -3.3% | +8.1% | +7.6% |
| 6M | +7.1% | +1.5% | +5.6% | +4.2% |
| YTD | +42.7% | +11.4% | +31.4% | +25.3% |
| 1Y | +25.7% | +11.9% | +13.8% | +9.6% |
| 3Y | +34.4% | +73.9% | -39.5% | -26.3% |
| 5Y | +89.1% | +57.9% | +31.2% | +13.9% |
| All | +95.6% | +201.1% | -105.5% | -32.8% |
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 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