+41.0%
KBA vs VOO
+78.4%
-37.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | +0.5% |
| 7D | +2.3% | +0.1% | +2.3% | +2.3% |
| 30D | -6.6% | -3.3% | -3.3% | -5.2% |
| 3M | -15.2% | -2.4% | -12.8% | -14.2% |
| 6M | -14.6% | +2.6% | -17.2% | -15.4% |
| YTD | -6.7% | +11.3% | -18.0% | -10.5% |
| 1Y | -3.7% | +13.4% | -17.2% | -8.2% |
| 3Y | +41.0% | +80.3% | -39.3% | +8.9% |
| All | +41.0% | +78.4% | -37.4% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling