-6.5%
KSTR vs VT
+10.5%
-17.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.6% |
| 7D | +7.2% | -2.3% | +9.5% | +10.8% |
| 30D | -18.4% | -5.0% | -13.5% | -11.7% |
| 3M | -27.2% | -4.9% | -22.3% | -21.3% |
| 6M | -25.8% | -1.5% | -24.3% | -23.3% |
| YTD | -3.2% | +8.5% | -11.7% | -8.4% |
| 1Y | -6.5% | +11.4% | -17.9% | -12.4% |
| All | -6.5% | +10.5% | -17.0% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling