+155.4%
KALU vs VOO
+325.3%
-169.9%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.9% |
| 7D | -4.3% | -0.8% | -3.5% | -3.3% |
| 30D | -17.0% | -1.1% | -16.0% | -15.8% |
| 3M | -15.9% | +3.9% | -19.8% | -20.0% |
| 6M | +24.4% | +13.6% | +10.7% | +6.0% |
| YTD | +38.9% | +12.7% | +26.2% | +20.0% |
| 1Y | +107.9% | +17.6% | +90.4% | +70.3% |
| 3Y | +130.9% | +77.3% | +53.6% | +12.8% |
| 5Y | +57.1% | +84.1% | -27.0% | -26.1% |
| All | +155.4% | +325.3% | -169.9% | -55.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling