-24.4%
KURA vs VT
+69.4%
-93.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -4.1% | -6.6% | -5.5% |
| 7D | -35.6% | -4.2% | -31.4% | -32.2% |
| 30D | -35.4% | -5.8% | -29.6% | -30.4% |
| 3M | -26.1% | -5.2% | -20.8% | -20.9% |
| 6M | -26.8% | +0.1% | -26.9% | -27.2% |
| YTD | -34.6% | +8.2% | -42.8% | -41.3% |
| 1Y | -31.6% | +10.1% | -41.7% | -39.9% |
| All | -24.4% | +69.4% | -93.7% | -65.8% |
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