+13.8%
VRT vs KWEB
-34.1%
+47.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.5% | -17.4% | -15.1% |
| 7D | -15.4% | +5.8% | -21.2% | -18.3% |
| 30D | -19.0% | -1.0% | -18.0% | -18.4% |
| 3M | -23.8% | -15.8% | -8.0% | -14.8% |
| 6M | -37.9% | -14.9% | -22.9% | -31.0% |
| YTD | +27.0% | -28.6% | +55.5% | +65.5% |
| 1Y | +13.8% | -33.9% | +47.7% | +68.0% |
| All | +13.8% | -34.1% | +47.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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