-7.9%
KURE vs VT
+137.2%
-145.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.5% |
| 7D | +7.3% | -0.1% | +7.4% | +7.3% |
| 30D | +0.1% | -3.1% | +3.2% | +2.4% |
| 3M | -0.4% | -3.5% | +3.1% | +2.3% |
| 6M | +8.6% | +0.5% | +8.1% | +8.1% |
| YTD | +10.0% | +10.8% | -0.8% | +1.5% |
| 1Y | +2.1% | +11.9% | -9.8% | -6.5% |
| 3Y | +7.1% | +73.0% | -65.9% | -30.7% |
| 5Y | -34.5% | +58.6% | -93.1% | -54.8% |
| All | -7.9% | +137.2% | -145.1% | -56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling