-33.9%
KWEB vs VTRS
+90.6%
-124.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.3% |
| 7D | +5.8% | +2.4% | +3.4% | +5.5% |
| 30D | -1.0% | +9.1% | -10.1% | -2.1% |
| 3M | -15.8% | +9.4% | -25.2% | -16.9% |
| 6M | -14.9% | +28.3% | -43.3% | -18.0% |
| YTD | -28.6% | +58.0% | -86.6% | -32.0% |
| 1Y | -33.9% | +89.7% | -123.6% | -38.4% |
| All | -33.9% | +90.6% | -124.6% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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