+269.7%
KRT vs VT
+73.9%
+195.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +1.4% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | -1.9% | -1.4% | -0.5% | -0.7% |
| 3M | +31.8% | -1.4% | +33.2% | +33.3% |
| 6M | +90.3% | +5.5% | +84.9% | +80.9% |
| YTD | +148.3% | +12.8% | +135.5% | +122.4% |
| 1Y | +140.0% | +15.4% | +124.6% | +110.6% |
| 3Y | +190.7% | +76.9% | +113.8% | +80.7% |
| 5Y | +202.2% | +60.4% | +141.8% | +93.1% |
| All | +269.7% | +73.9% | +195.8% | +120.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling