-20.9%
VST vs KR
-12.5%
-8.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.6% |
| 7D | +8.9% | +1.5% | +7.4% | +9.6% |
| 30D | +6.2% | +4.1% | +2.1% | +8.2% |
| 3M | -2.7% | -5.2% | +2.5% | -3.9% |
| 6M | -8.4% | -12.8% | +4.4% | -12.3% |
| YTD | -7.2% | -4.6% | -2.6% | -8.4% |
| 1Y | -20.9% | -11.7% | -9.2% | -26.7% |
| All | -20.9% | -12.5% | -8.4% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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