+36.9%
KARS vs VOO
+210.4%
-173.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | -14.5% | +2.0% | -16.6% | -16.0% |
| 6M | -4.8% | +13.0% | -17.9% | -15.7% |
| YTD | -1.5% | +13.6% | -15.1% | -13.2% |
| 1Y | +13.3% | +20.1% | -6.7% | -5.4% |
| 3Y | +1.4% | +77.6% | -76.2% | -44.5% |
| 5Y | -30.2% | +82.4% | -112.6% | -62.5% |
| All | +36.9% | +210.4% | -173.5% | -55.7% |
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