-74.5%
KAZR vs VOO
+27.2%
-101.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.8% | -7.7% | -7.2% |
| 7D | +3.8% | -0.8% | +4.6% | +4.1% |
| 30D | -1.4% | -1.1% | -0.3% | -1.0% |
| 3M | -28.0% | +3.9% | -31.8% | -28.9% |
| 6M | -25.3% | +13.6% | -38.9% | -27.9% |
| YTD | -25.5% | +12.7% | -38.2% | -28.0% |
| 1Y | -12.4% | +17.6% | -30.0% | -15.0% |
| All | -74.5% | +27.2% | -101.7% | -78.3% |
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