+536.9%
KALU vs VOO
+807.8%
-270.9%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | +3.0% | -0.4% | +3.3% | +3.4% |
| 30D | -10.5% | -1.4% | -9.1% | -9.0% |
| 3M | -6.7% | +3.7% | -10.5% | -10.8% |
| 6M | +36.7% | +13.0% | +23.7% | +18.2% |
| YTD | +47.9% | +12.4% | +35.5% | +29.1% |
| 1Y | +130.0% | +18.6% | +111.4% | +88.3% |
| 3Y | +152.7% | +78.1% | +74.6% | +27.6% |
| 5Y | +65.5% | +82.3% | -16.8% | -17.8% |
| 10Y | +173.5% | +322.5% | -149.1% | -46.0% |
| All | +536.9% | +807.8% | -270.9% | -62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling