+33.8%
VT vs KRMN
+32.3%
+1.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +1.0% | -3.4% | +4.4% | +1.4% |
| 30D | -0.2% | -31.8% | +31.6% | +3.7% |
| 3M | +4.5% | -20.0% | +24.6% | +6.3% |
| 6M | +14.1% | -60.5% | +74.6% | +24.5% |
| YTD | +14.8% | -45.8% | +60.5% | +19.1% |
| 1Y | +21.2% | -36.4% | +57.5% | +22.0% |
| All | +33.8% | +32.3% | +1.5% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 10y: compounded portfolio wealth divided by compounded KRMN 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…
10y analysis · Full analysis span regression · 6 months rolling