+88.6%
KRP vs VT
+211.9%
-123.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | +6.4% | +1.0% | +5.4% | +5.4% |
| 3M | -0.5% | +2.4% | -2.9% | -3.4% |
| 6M | +11.2% | +12.0% | -0.8% | -2.0% |
| YTD | +37.6% | +15.3% | +22.3% | +17.6% |
| 1Y | +20.9% | +22.6% | -1.6% | -3.1% |
| 3Y | +33.5% | +74.7% | -41.1% | -26.5% |
| 5Y | +126.3% | +66.1% | +60.2% | +29.8% |
| All | +88.6% | +211.9% | -123.3% | -36.9% |
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