+976.8%
VRT vs KR
+40.7%
+936.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.3% | -9.7% |
| 7D | +2.4% | -3.1% | +5.5% | +2.1% |
| 30D | -2.7% | +0.6% | -3.3% | -2.6% |
| 3M | -9.2% | -9.8% | +0.6% | -9.5% |
| 6M | -0.5% | -22.1% | +21.6% | -1.0% |
| YTD | +62.3% | -8.1% | +70.4% | +61.0% |
| 1Y | +109.6% | -14.7% | +124.2% | +108.3% |
| 3Y | +573.1% | +28.6% | +544.5% | +510.7% |
| All | +976.8% | +40.7% | +936.2% | +825.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling