-35.9%
KWEB vs VTRS
+73.2%
-109.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | -5.1% | -1.3% | -3.8% | -4.9% |
| 30D | -8.4% | +3.4% | -11.9% | -8.9% |
| 3M | -6.6% | +1.9% | -8.5% | -7.1% |
| 6M | -18.0% | +25.2% | -43.2% | -21.7% |
| YTD | -27.4% | +37.0% | -64.3% | -31.1% |
| All | -35.9% | +73.2% | -109.1% | -44.8% |
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