-54.0%
KBAB vs VOO
+39.5%
-93.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.4% |
| 7D | -9.6% | +0.1% | -9.7% | -9.8% |
| 30D | -24.7% | +0.1% | -24.8% | -25.2% |
| 3M | -23.9% | +2.0% | -25.9% | -27.0% |
| 6M | -36.3% | +13.0% | -49.4% | -50.1% |
| YTD | -50.2% | +13.6% | -63.8% | -61.1% |
| 1Y | -43.2% | +20.1% | -63.3% | -59.4% |
| All | -54.0% | +39.5% | -93.5% | -75.2% |
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