-4.8%
KRRO vs VT
+69.4%
-74.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -4.1% | -7.3% | -3.6% |
| 7D | +3.7% | -4.2% | +7.9% | +13.0% |
| 30D | +50.9% | -5.8% | +56.7% | +69.0% |
| 3M | +28.1% | -5.2% | +33.3% | +41.3% |
| 6M | +17.0% | +0.1% | +16.9% | +16.0% |
| YTD | +83.9% | +8.2% | +75.7% | +57.3% |
| 1Y | -54.5% | +10.1% | -64.6% | -57.9% |
| All | -4.8% | +69.4% | -74.2% | +118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling