+570.9%
VRT vs KVYO
-56.1%
+627.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -5.5% |
| 7D | -7.7% | -18.4% | +10.7% | -5.4% |
| 30D | -12.0% | -12.1% | +0.2% | -10.8% |
| 3M | -11.7% | +11.2% | -22.8% | -14.5% |
| 6M | -8.1% | -19.8% | +11.7% | -9.0% |
| YTD | +53.2% | -50.3% | +103.5% | +69.9% |
| 1Y | +81.7% | -48.3% | +129.9% | +96.5% |
| All | +570.9% | -56.1% | +627.0% | +615.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling