+30.1%
VTV vs KRMN
+17.6%
+12.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +0.6% |
| 7D | -1.1% | -11.8% | +10.7% | -0.3% |
| 30D | -1.0% | -43.0% | +42.0% | +2.7% |
| 3M | +4.6% | -28.8% | +33.5% | +6.6% |
| 6M | +13.5% | -66.3% | +79.9% | +21.6% |
| YTD | +18.5% | -51.8% | +70.3% | +21.8% |
| 1Y | +22.9% | -44.7% | +67.6% | +23.7% |
| All | +30.1% | +17.6% | +12.5% | +12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling