+29.1%
VTV vs KRMN
+14.6%
+14.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.5% |
| 7D | -2.1% | -15.1% | +13.1% | -1.0% |
| 30D | -1.3% | -44.5% | +43.2% | +2.5% |
| 3M | +5.6% | -25.0% | +30.7% | +7.2% |
| 6M | +12.4% | -66.5% | +78.9% | +20.4% |
| YTD | +17.6% | -53.0% | +70.6% | +21.1% |
| 1Y | +23.5% | -44.7% | +68.2% | +24.1% |
| All | +29.1% | +14.6% | +14.5% | +11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling