+89.6%
VRT vs KR
-13.3%
+102.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.7% | +0.9% | +5.3% |
| 7D | -8.4% | -0.2% | -8.2% | -8.6% |
| 30D | -10.9% | +5.1% | -15.9% | -7.9% |
| 3M | -13.7% | -8.2% | -5.5% | -15.9% |
| 6M | -4.1% | -18.0% | +13.9% | -10.3% |
| YTD | +58.7% | -4.8% | +63.5% | +57.5% |
| 1Y | +89.6% | -11.0% | +100.7% | +86.8% |
| All | +89.6% | -13.3% | +102.9% | +86.8% |
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