-45.2%
KRUS vs VT
+53.4%
-98.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.1% | +0.2% | -26.4% | -26.5% |
| 7D | -21.7% | -2.3% | -19.4% | -18.8% |
| 30D | -31.5% | -5.0% | -26.5% | -25.5% |
| 3M | -43.6% | -4.9% | -38.7% | -38.9% |
| 6M | -50.8% | -1.5% | -49.2% | -50.3% |
| YTD | -47.7% | +8.5% | -56.2% | -56.1% |
| 1Y | -50.0% | +11.4% | -61.3% | -60.1% |
| 3Y | -56.9% | +70.1% | -126.9% | -83.2% |
| All | -45.2% | +53.4% | -98.6% | -67.9% |
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