+223.8%
KB vs VOO
+815.3%
-591.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.0% | +2.0% |
| 7D | -0.3% | -0.7% | +0.4% | +0.4% |
| 30D | -7.8% | -1.1% | -6.8% | -6.8% |
| 3M | -4.2% | -0.3% | -3.8% | -3.6% |
| 6M | +8.6% | +7.4% | +1.2% | +1.4% |
| YTD | +33.6% | +13.4% | +20.3% | +18.6% |
| 1Y | +37.4% | +14.8% | +22.6% | +20.4% |
| 3Y | +207.5% | +83.3% | +124.3% | +67.3% |
| 5Y | +191.6% | +76.1% | +115.5% | +63.2% |
| 10Y | +284.2% | +333.4% | -49.2% | -23.5% |
| All | +223.8% | +815.3% | -591.5% | -76.8% |
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