+110.1%
KRT vs VT
+75.6%
+34.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.8% |
| 7D | -31.5% | -0.7% | -30.8% | -31.1% |
| 30D | -32.6% | -1.7% | -30.8% | -31.5% |
| 3M | -25.9% | -2.3% | -23.6% | -24.4% |
| 6M | +39.7% | +1.5% | +38.2% | +36.9% |
| YTD | +70.2% | +12.0% | +58.1% | +50.1% |
| 1Y | +79.1% | +12.9% | +66.2% | +56.6% |
| All | +110.1% | +75.6% | +34.5% | +17.6% |
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 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