+262.3%
KB vs VOO
+817.1%
-554.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.4% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | +6.6% | +0.1% | +6.6% | +6.7% |
| 3M | +19.7% | +2.0% | +17.7% | +17.6% |
| 6M | +21.5% | +13.0% | +8.5% | +7.8% |
| YTD | +49.6% | +13.6% | +36.0% | +32.3% |
| 1Y | +64.5% | +20.1% | +44.4% | +37.8% |
| 3Y | +247.3% | +77.6% | +169.7% | +94.8% |
| 5Y | +232.8% | +82.4% | +150.4% | +79.1% |
| 10Y | +332.2% | +316.8% | +15.4% | -9.7% |
| All | +262.3% | +817.1% | -554.8% | -74.2% |
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