+916.4%
VRT vs KWEB
-45.1%
+961.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.2% | -5.2% |
| 7D | -7.7% | -4.3% | -3.4% | -6.4% |
| 30D | -12.0% | -13.0% | +1.0% | -8.1% |
| 3M | -11.7% | -7.6% | -4.1% | -9.9% |
| 6M | -8.1% | -21.1% | +13.1% | -1.5% |
| YTD | +53.2% | -28.2% | +81.4% | +69.2% |
| 1Y | +81.7% | -34.9% | +116.5% | +106.6% |
| 3Y | +535.3% | -0.8% | +536.0% | +528.4% |
| 5Y | +916.4% | -43.6% | +959.9% | +981.7% |
| All | +916.4% | -45.1% | +961.5% | +981.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling