-43.2%
KBAB vs VOO
+20.9%
-64.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.6% |
| 7D | -9.6% | +0.1% | -9.7% | -9.9% |
| 30D | -24.7% | +0.1% | -24.8% | -25.4% |
| 3M | -23.9% | +2.0% | -25.9% | -27.8% |
| 6M | -36.3% | +13.0% | -49.4% | -54.7% |
| YTD | -50.2% | +13.6% | -63.8% | -64.8% |
| 1Y | -43.2% | +20.1% | -63.3% | -62.1% |
| All | -43.2% | +20.9% | -64.1% | -62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling