+75.0%
VTI vs KR
+52.3%
+22.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.7% |
| 7D | -0.9% | -0.2% | -0.7% | -0.9% |
| 30D | -1.4% | +5.1% | -6.5% | -1.6% |
| 3M | +3.6% | -8.2% | +11.7% | +3.9% |
| 6M | +13.6% | -18.0% | +31.6% | +14.4% |
| YTD | +12.9% | -4.8% | +17.7% | +12.6% |
| 1Y | +17.2% | -11.0% | +28.2% | +17.4% |
| 3Y | +75.7% | +37.7% | +38.0% | +65.3% |
| All | +75.0% | +52.3% | +22.7% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling