+13.8%
VRT vs KVYO
-18.3%
+32.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.1% | -13.0% | -12.9% |
| 7D | -15.4% | +3.9% | -19.3% | -14.9% |
| 30D | -19.0% | +27.9% | -46.9% | -15.9% |
| 3M | -23.8% | +11.8% | -35.7% | -21.9% |
| 6M | -37.9% | -4.9% | -32.9% | -35.5% |
| YTD | +27.0% | -34.2% | +61.2% | +32.4% |
| 1Y | +13.8% | -17.8% | +31.6% | +15.4% |
| All | +13.8% | -18.3% | +32.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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