+89.6%
VRT vs KWEB
-35.0%
+124.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.1% |
| 7D | -8.4% | -5.6% | -2.8% | -4.6% |
| 30D | -10.9% | -10.7% | -0.2% | -3.7% |
| 3M | -13.7% | -7.4% | -6.3% | -10.1% |
| 6M | -4.1% | -19.3% | +15.2% | +12.8% |
| YTD | +58.7% | -27.8% | +86.5% | +106.3% |
| 1Y | +89.6% | -35.9% | +125.6% | +170.1% |
| All | +89.6% | -35.0% | +124.6% | +170.1% |
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