+1,216.9%
VST vs KR
+149.3%
+1,067.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +8.9% | +1.5% | +7.4% | +8.9% |
| 30D | +6.2% | +4.1% | +2.1% | +6.1% |
| 3M | -2.7% | -5.2% | +2.5% | -2.6% |
| 6M | -8.4% | -12.8% | +4.4% | -8.0% |
| YTD | -7.2% | -4.6% | -2.6% | -7.4% |
| 1Y | -20.9% | -11.7% | -9.2% | -20.8% |
| 3Y | +384.0% | +36.3% | +347.7% | +356.8% |
| 5Y | +757.1% | +40.0% | +717.1% | +700.4% |
| All | +1,216.9% | +149.3% | +1,067.6% | +1,120.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling