+2,826.7%
VRT vs KR
+138.6%
+2,688.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.0% | +3.5% |
| 7D | +13.6% | -1.3% | +14.9% | +13.5% |
| 30D | +6.8% | +1.5% | +5.2% | +6.9% |
| 3M | -3.2% | -8.5% | +5.3% | -3.4% |
| 6M | +20.3% | -21.9% | +42.2% | +19.5% |
| YTD | +79.6% | -6.9% | +86.5% | +79.0% |
| 1Y | +139.0% | -14.0% | +153.0% | +138.1% |
| 3Y | +644.6% | +30.3% | +614.3% | +624.2% |
| 5Y | +1,024.4% | +37.7% | +986.6% | +993.9% |
| All | +2,826.7% | +138.6% | +2,688.1% | +2,820.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling