-2.9%
KBDC vs VOO
+19.5%
-22.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.6% |
| 7D | -2.3% | +0.5% | -2.8% | -2.6% |
| 30D | -6.6% | -0.9% | -5.7% | -6.1% |
| 3M | -6.5% | +3.9% | -10.4% | -8.4% |
| 6M | +2.5% | +14.5% | -12.1% | -5.7% |
| YTD | -2.3% | +13.0% | -15.3% | -9.6% |
| 1Y | -2.9% | +19.4% | -22.4% | -11.4% |
| All | -2.9% | +19.5% | -22.4% | -11.4% |
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 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