+254.6%
KRT vs VT
+66.8%
+187.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -0.6% |
| 7D | -5.4% | -4.2% | -1.3% | -1.9% |
| 30D | -4.2% | -5.8% | +1.6% | +0.8% |
| 3M | +22.7% | -5.2% | +28.0% | +28.4% |
| 6M | +79.8% | +0.1% | +79.7% | +78.7% |
| YTD | +138.2% | +8.2% | +129.9% | +121.0% |
| 1Y | +116.6% | +10.1% | +106.5% | +97.8% |
| 3Y | +178.8% | +69.7% | +109.2% | +79.6% |
| 5Y | +186.3% | +53.4% | +132.9% | +90.1% |
| All | +254.6% | +66.8% | +187.8% | +118.5% |
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