-58.3%
KBAB vs VOO
+39.7%
-98.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.3% |
| 7D | -62.1% | +13.9% | -76.0% | -52.5% |
| 30D | -62.1% | +13.9% | -76.0% | -52.5% |
| 3M | -62.1% | +13.9% | -76.0% | -52.5% |
| 6M | -62.1% | +13.9% | -76.0% | -52.5% |
| YTD | -62.1% | +13.9% | -76.0% | -52.5% |
| 1Y | -71.0% | +13.2% | -84.2% | -63.2% |
| All | -58.3% | +39.7% | -98.1% | -63.7% |
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