+24.0%
KALU vs VOO
+14.7%
+9.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.6% | -7.9% | -9.3% |
| 7D | -8.4% | -0.7% | -7.6% | -7.1% |
| 30D | -28.4% | -1.1% | -27.4% | -26.4% |
| 3M | -36.2% | -0.3% | -35.8% | -35.1% |
| 6M | -33.9% | +7.4% | -41.3% | -40.9% |
| YTD | -1.5% | +13.4% | -14.8% | -19.7% |
| 1Y | +24.0% | +14.8% | +9.2% | -0.1% |
| All | +24.0% | +14.7% | +9.3% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling