+186.3%
KRT vs VT
+53.2%
+133.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -0.7% |
| 7D | -5.4% | -4.2% | -1.3% | -2.0% |
| 30D | -4.2% | -5.8% | +1.6% | +0.7% |
| 3M | +22.7% | -5.2% | +28.0% | +28.3% |
| 6M | +79.8% | +0.1% | +79.7% | +78.7% |
| YTD | +138.2% | +8.2% | +129.9% | +121.1% |
| 1Y | +116.6% | +10.1% | +106.5% | +97.9% |
| 3Y | +178.8% | +69.7% | +109.2% | +80.6% |
| 5Y | +186.3% | +53.4% | +132.9% | +79.9% |
| All | +186.3% | +53.2% | +133.1% | +79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling