+59.9%
VEA vs KR
+52.3%
+7.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +1.0% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | -0.8% | +5.1% | -5.9% | -0.9% |
| 3M | +2.5% | -8.2% | +10.6% | +2.6% |
| 6M | +11.1% | -18.0% | +29.1% | +11.6% |
| YTD | +17.2% | -4.8% | +21.9% | +16.7% |
| 1Y | +24.5% | -11.0% | +35.5% | +24.4% |
| 3Y | +75.4% | +37.7% | +37.8% | +68.6% |
| All | +59.9% | +52.3% | +7.6% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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