+37.2%
KARS price history and return analytics
+141.9%
-104.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | -0.7% | +1.0% | -1.7% | -1.9% |
| 30D | -2.3% | -0.2% | -2.1% | -2.0% |
| 3M | -8.8% | +4.5% | -13.3% | -13.3% |
| 6M | -2.7% | +14.1% | -16.8% | -16.4% |
| YTD | -1.3% | +14.8% | -16.1% | -15.7% |
| 1Y | +9.4% | +21.2% | -11.7% | -12.2% |
| 3Y | +6.6% | +76.6% | -70.0% | -45.5% |
| 5Y | -30.3% | +66.6% | -96.8% | -61.2% |
| All | +37.2% | +141.9% | -104.7% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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