+595.0%
VRT vs KVYO
-55.5%
+650.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.4% |
| 7D | -8.4% | -12.1% | +3.7% | -6.8% |
| 30D | -10.9% | -5.2% | -5.7% | -10.5% |
| 3M | -13.7% | +14.5% | -28.2% | -16.8% |
| 6M | -4.1% | -17.6% | +13.5% | -5.6% |
| YTD | +58.7% | -49.6% | +108.4% | +75.7% |
| 1Y | +89.6% | -48.6% | +138.2% | +106.2% |
| All | +595.0% | -55.5% | +650.5% | +640.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling