-34.9%
VST vs KR
+10.2%
-45.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +3.2% | -17.1% | -12.1% |
| 7D | -15.7% | +6.1% | -21.8% | -12.8% |
| 30D | -17.0% | +17.3% | -34.3% | -9.7% |
| 3M | -15.9% | +20.2% | -36.0% | -7.3% |
| 6M | -25.0% | +3.3% | -28.3% | -21.1% |
| YTD | -25.1% | +12.3% | -37.4% | -20.6% |
| 1Y | -34.9% | +10.6% | -45.5% | -31.7% |
| All | -34.9% | +10.2% | -45.1% | -31.7% |
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