-5.1%
KRUS vs VT
+66.2%
-71.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.2% |
| 7D | +0.4% | +1.0% | -0.6% | -1.4% |
| 30D | -9.2% | -0.2% | -8.9% | -8.9% |
| 3M | -0.9% | +4.5% | -5.4% | -8.8% |
| 6M | -23.1% | +14.1% | -37.1% | -40.6% |
| YTD | -15.2% | +14.8% | -30.0% | -35.1% |
| 1Y | -44.7% | +21.2% | -65.9% | -61.9% |
| 3Y | -45.7% | +76.6% | -122.3% | -80.1% |
| 5Y | -5.1% | +66.6% | -71.7% | -54.6% |
| All | -5.1% | +66.2% | -71.3% | -54.6% |
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 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