+783.7%
VTI vs KKR
+1,583.3%
-799.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.4% |
| 7D | -2.0% | -8.1% | +6.1% | +0.8% |
| 30D | -1.9% | -9.1% | +7.2% | +1.1% |
| 3M | +4.5% | +6.4% | -1.8% | +1.8% |
| 6M | +12.6% | +12.6% | 0.0% | +6.9% |
| YTD | +12.0% | -20.4% | +32.4% | +19.0% |
| 1Y | +17.3% | -27.1% | +44.4% | +27.7% |
| 3Y | +75.3% | +63.8% | +11.5% | +37.1% |
| 5Y | +74.0% | +67.6% | +6.4% | +30.0% |
| 10Y | +300.0% | +702.6% | -402.6% | +69.4% |
| All | +783.7% | +1,583.3% | -799.6% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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