+976.8%
VRT vs KKR
+71.8%
+905.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.6% | -8.1% | -8.5% |
| 7D | +2.4% | -2.2% | +4.6% | +4.1% |
| 30D | -2.7% | +0.3% | -2.9% | -3.4% |
| 3M | -9.2% | +8.8% | -18.0% | -14.9% |
| 6M | -0.5% | +14.9% | -15.4% | -12.2% |
| YTD | +62.3% | -17.9% | +80.2% | +80.4% |
| 1Y | +109.6% | -23.7% | +133.3% | +142.3% |
| 3Y | +573.1% | +69.1% | +504.0% | +314.8% |
| All | +976.8% | +71.8% | +905.1% | +515.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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