+89.6%
VRT vs KVYO
-47.3%
+137.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.8% |
| 7D | -8.4% | -12.1% | +3.7% | -10.0% |
| 30D | -10.9% | -5.2% | -5.7% | -11.2% |
| 3M | -13.7% | +14.5% | -28.2% | -10.8% |
| 6M | -4.1% | -17.6% | +13.5% | -2.7% |
| YTD | +58.7% | -49.6% | +108.4% | +56.6% |
| 1Y | +89.6% | -48.6% | +138.2% | +87.5% |
| All | +89.6% | -47.3% | +137.0% | +87.5% |
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