-33.9%
KWEB vs VTR
+22.5%
-56.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.5% | +2.0% | +4.3% |
| 7D | +5.8% | +10.0% | -4.2% | +5.5% |
| 30D | -1.0% | +9.6% | -10.6% | -1.2% |
| 3M | -15.8% | -1.2% | -14.6% | -15.6% |
| 6M | -14.9% | +2.8% | -17.8% | -14.7% |
| YTD | -28.6% | +17.4% | -46.0% | -27.5% |
| 1Y | -33.9% | +22.0% | -55.9% | -29.7% |
| All | -33.9% | +22.5% | -56.4% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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