+6.8%
VRT vs KGC
-8.9%
+15.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.7% | +6.9% | +8.7% |
| 7D | -10.6% | +11.1% | -21.7% | -13.9% |
| 30D | -17.4% | -3.7% | -13.7% | -16.3% |
| 3M | -26.4% | -17.2% | -9.2% | -21.9% |
| 6M | -41.0% | -27.3% | -13.7% | -34.5% |
| YTD | +23.8% | -18.5% | +42.4% | +22.9% |
| All | +6.8% | -8.9% | +15.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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