+296.1%
KYMR vs VT
+110.7%
+185.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.4% |
| 7D | +4.0% | -2.3% | +6.3% | +8.3% |
| 30D | +21.6% | -5.0% | +26.5% | +32.3% |
| 3M | +23.8% | -4.9% | +28.7% | +34.2% |
| 6M | +52.7% | -1.5% | +54.3% | +55.6% |
| YTD | +69.3% | +8.5% | +60.8% | +45.5% |
| 1Y | +116.0% | +11.4% | +104.6% | +76.7% |
| 3Y | +814.8% | +70.1% | +744.7% | +281.2% |
| 5Y | +102.8% | +53.7% | +49.1% | +1.3% |
| All | +296.1% | +110.7% | +185.3% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling