+297.8%
VTI vs KR
+129.5%
+168.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.6% |
| 7D | -0.9% | -0.2% | -0.7% | -0.9% |
| 30D | -1.4% | +5.1% | -6.5% | -1.9% |
| 3M | +3.6% | -8.2% | +11.7% | +4.2% |
| 6M | +13.6% | -18.0% | +31.6% | +15.3% |
| YTD | +12.9% | -4.8% | +17.7% | +12.8% |
| 1Y | +17.2% | -11.0% | +28.2% | +17.8% |
| 3Y | +75.7% | +37.7% | +38.0% | +66.1% |
| 5Y | +75.4% | +52.8% | +22.7% | +62.6% |
| All | +297.8% | +129.5% | +168.2% | +245.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling