+133.4%
KBA vs VOO
+315.3%
-181.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.3% |
| 7D | +0.3% | -0.4% | +0.6% | +0.5% |
| 30D | -3.3% | -1.4% | -1.9% | -2.5% |
| 3M | -1.8% | +3.7% | -5.5% | -3.8% |
| 6M | +8.0% | +13.0% | -5.0% | +0.9% |
| YTD | +5.8% | +12.4% | -6.6% | -0.8% |
| 1Y | +16.1% | +18.6% | -2.5% | +5.6% |
| 3Y | +53.4% | +78.1% | -24.7% | +8.9% |
| 5Y | +33.6% | +82.3% | -48.7% | -7.7% |
| 10Y | +133.4% | +322.5% | -189.1% | -4.1% |
| All | +133.4% | +315.3% | -181.9% | -4.1% |
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