-22.0%
VST vs KR
+10.4%
-32.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -0.3% |
| 7D | +6.6% | +4.6% | +2.0% | +9.3% |
| 30D | -12.4% | +12.2% | -24.6% | -6.3% |
| 3M | -9.0% | +24.6% | -33.6% | +2.4% |
| 6M | -6.4% | +8.2% | -14.6% | +0.4% |
| YTD | -17.2% | +15.3% | -32.5% | -10.7% |
| 1Y | -22.0% | +9.8% | -31.8% | -16.2% |
| All | -22.0% | +10.4% | -32.4% | -16.2% |
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