-19.1%
KURA vs VT
+69.7%
-88.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.6% |
| 7D | -29.1% | -2.3% | -26.8% | -27.2% |
| 30D | -31.9% | -5.0% | -26.9% | -27.3% |
| 3M | -21.7% | -4.9% | -16.8% | -16.5% |
| 6M | -24.0% | -1.5% | -22.4% | -22.6% |
| YTD | -30.0% | +8.5% | -38.5% | -37.4% |
| 1Y | -28.4% | +11.4% | -39.8% | -38.0% |
| 3Y | -19.1% | +70.1% | -89.2% | -63.6% |
| All | -19.1% | +69.7% | -88.9% | -63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling