+245.3%
KBH vs VOO
+309.6%
-64.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | -5.0% | +2.6% | -7.6% | -8.0% |
| 30D | +14.8% | -2.0% | +16.8% | +17.3% |
| 3M | -14.5% | -2.8% | -11.8% | -11.8% |
| 6M | +3.6% | +2.2% | +1.5% | +0.4% |
| YTD | -13.5% | +11.5% | -25.0% | -25.1% |
| 1Y | -19.1% | +13.5% | -32.6% | -31.6% |
| 3Y | -1.1% | +78.1% | -79.1% | -54.7% |
| 5Y | +21.9% | +73.1% | -51.3% | -41.0% |
| All | +245.3% | +309.6% | -64.3% | -52.3% |
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