+198.6%
KBA vs VOO
+408.0%
-209.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | -4.7% | +2.0% | -6.8% | -5.9% |
| 6M | +8.4% | +13.0% | -4.6% | +0.6% |
| YTD | +6.1% | +13.6% | -7.5% | -1.9% |
| 1Y | +18.1% | +20.1% | -1.9% | +5.6% |
| 3Y | +47.4% | +77.6% | -30.1% | +1.2% |
| 5Y | +37.1% | +82.4% | -45.3% | -9.0% |
| 10Y | +131.1% | +316.8% | -185.7% | -23.8% |
| All | +198.6% | +408.0% | -209.4% | -9.4% |
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