+86.6%
KRT vs VT
+53.4%
+33.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.8% | +0.2% | -35.0% | -35.0% |
| 7D | -37.9% | -2.3% | -35.5% | -36.7% |
| 30D | -37.2% | -5.0% | -32.2% | -34.5% |
| 3M | -20.1% | -4.9% | -15.2% | -16.7% |
| 6M | +16.0% | -1.5% | +17.6% | +16.9% |
| YTD | +55.3% | +8.5% | +46.8% | +43.7% |
| 1Y | +49.2% | +11.4% | +37.9% | +34.8% |
| 3Y | +85.0% | +70.1% | +14.9% | +19.5% |
| All | +86.6% | +53.4% | +33.2% | +17.0% |
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