+104.4%
KBA vs VOO
+314.4%
-210.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | 0.0% |
| 7D | -1.4% | -0.9% | -0.5% | -1.0% |
| 30D | -6.7% | -2.3% | -4.3% | -5.4% |
| 3M | -14.5% | -1.2% | -13.4% | -14.0% |
| 6M | -17.3% | +3.3% | -20.7% | -18.8% |
| YTD | -7.6% | +12.3% | -19.9% | -13.4% |
| 1Y | -4.2% | +12.5% | -16.7% | -10.3% |
| 3Y | +40.6% | +79.2% | -38.6% | -0.6% |
| 5Y | +16.2% | +75.7% | -59.5% | -17.7% |
| 10Y | +104.4% | +313.7% | -209.2% | -15.7% |
| All | +104.4% | +314.4% | -210.0% | -15.7% |
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