+94.1%
VSH vs KRMN
+17.6%
+76.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +5.5% |
| 7D | +4.8% | -11.8% | +16.5% | +8.0% |
| 30D | -0.7% | -43.0% | +42.3% | +14.7% |
| 3M | -43.1% | -28.8% | -14.2% | -38.5% |
| 6M | +91.8% | -66.3% | +158.1% | +147.0% |
| YTD | +131.6% | -51.8% | +183.4% | +158.7% |
| 1Y | +118.1% | -44.7% | +162.8% | +131.6% |
| All | +94.1% | +17.6% | +76.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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