+6.8%
KBDC vs VOO
+49.3%
-42.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -1.8% | +0.1% | -1.8% | -1.8% |
| 3M | -4.7% | +2.0% | -6.7% | -5.6% |
| 6M | +2.9% | +13.0% | -10.1% | -3.1% |
| YTD | -0.4% | +13.6% | -14.0% | -6.4% |
| 1Y | -0.4% | +20.1% | -20.5% | -8.8% |
| All | +6.8% | +49.3% | -42.5% | -12.8% |
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