+535.3%
VRT vs KR
+30.0%
+505.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -5.2% |
| 7D | -7.7% | -2.7% | -5.0% | -8.7% |
| 30D | -12.0% | +1.9% | -13.9% | -11.2% |
| 3M | -11.7% | -11.0% | -0.6% | -14.1% |
| 6M | -8.1% | -20.2% | +12.1% | -12.9% |
| YTD | +53.2% | -7.3% | +60.5% | +51.3% |
| 1Y | +81.7% | -13.1% | +94.8% | +77.5% |
| All | +535.3% | +30.0% | +505.3% | +521.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling