+85.6%
KYMR vs VT
+66.2%
+19.4%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.6% | +0.4% | -1.1% | -1.5% |
| 30D | +11.3% | +1.0% | +10.3% | +9.3% |
| 3M | +57.3% | +2.4% | +55.0% | +50.4% |
| 6M | +36.3% | +12.0% | +24.3% | +10.3% |
| YTD | +50.9% | +15.3% | +35.5% | +15.3% |
| 1Y | +178.2% | +22.6% | +155.6% | +88.8% |
| 3Y | +491.1% | +74.7% | +416.4% | +118.0% |
| All | +85.6% | +66.2% | +19.4% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling