+162.6%
KBA vs VOO
+397.7%
-235.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | +0.1% |
| 7D | +2.3% | +0.1% | +2.3% | +2.3% |
| 30D | -6.6% | -3.3% | -3.3% | -4.6% |
| 3M | -15.2% | -2.4% | -12.8% | -13.9% |
| 6M | -14.6% | +2.6% | -17.2% | -15.9% |
| YTD | -6.7% | +11.3% | -18.0% | -12.6% |
| 1Y | -3.7% | +13.4% | -17.2% | -10.9% |
| 3Y | +41.0% | +80.3% | -39.3% | -4.2% |
| 5Y | +19.0% | +72.7% | -53.7% | -17.9% |
| 10Y | +107.9% | +310.0% | -202.2% | -30.8% |
| All | +162.6% | +397.7% | -235.1% | -19.3% |
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