+1,238.7%
VUG vs KR
+763.8%
+474.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | +0.1% | -3.1% | +3.1% | +0.7% |
| 30D | -1.7% | +0.6% | -2.3% | -1.9% |
| 3M | +2.8% | -9.8% | +12.6% | +4.6% |
| 6M | +13.6% | -22.1% | +35.7% | +18.7% |
| YTD | +8.1% | -8.1% | +16.2% | +8.6% |
| 1Y | +13.1% | -14.7% | +27.7% | +15.2% |
| 3Y | +87.0% | +28.6% | +58.4% | +69.6% |
| 5Y | +76.0% | +36.4% | +39.6% | +53.8% |
| 10Y | +420.5% | +120.8% | +299.7% | +270.9% |
| All | +1,238.7% | +763.8% | +474.9% | +459.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling