+13.8%
VRT vs KR
+10.2%
+3.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.2% | -16.1% | -10.5% |
| 7D | -15.4% | +6.1% | -21.5% | -11.3% |
| 30D | -19.0% | +17.3% | -36.3% | -8.7% |
| 3M | -23.8% | +20.2% | -44.0% | -12.3% |
| 6M | -37.9% | +3.3% | -41.2% | -32.1% |
| YTD | +27.0% | +12.3% | +14.7% | +41.4% |
| 1Y | +13.8% | +10.6% | +3.2% | +26.7% |
| All | +13.8% | +10.2% | +3.6% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling