+588.9%
VST vs KKR
+26.6%
+562.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.9% | +12.4% | +11.4% |
| 7D | -9.8% | +2.2% | -12.0% | -11.3% |
| 30D | -25.1% | +7.6% | -32.7% | -28.4% |
| 3M | -11.6% | -6.5% | -5.1% | -10.2% |
| 6M | -20.9% | -3.9% | -17.0% | -21.2% |
| YTD | -22.3% | -23.9% | +1.6% | -14.4% |
| 1Y | -32.0% | -18.5% | -13.5% | -27.9% |
| 3Y | +262.4% | +65.8% | +196.6% | +203.9% |
| All | +588.9% | +26.6% | +562.3% | +472.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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