+104.9%
KBA vs VOO
+306.9%
-202.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.5% |
| 7D | +0.5% | -0.6% | +1.0% | +0.8% |
| 30D | -8.1% | -3.6% | -4.5% | -6.2% |
| 3M | -16.1% | -2.7% | -13.4% | -14.9% |
| 6M | -16.0% | +2.2% | -18.2% | -17.0% |
| YTD | -8.3% | +10.9% | -19.2% | -13.4% |
| 1Y | -6.0% | +11.3% | -17.3% | -11.5% |
| 3Y | +39.6% | +76.9% | -37.4% | -0.6% |
| 5Y | +17.7% | +73.5% | -55.8% | -16.0% |
| 10Y | +104.9% | +307.7% | -202.8% | -13.0% |
| All | +104.9% | +306.9% | -202.0% | -13.0% |
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