+278.2%
KBH vs VOO
+315.3%
-37.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | -4.5% | -0.4% | -4.2% | -4.1% |
| 30D | -12.0% | -1.4% | -10.6% | -10.4% |
| 3M | -6.6% | +3.7% | -10.3% | -10.8% |
| 6M | -12.5% | +13.0% | -25.5% | -25.0% |
| YTD | -10.7% | +12.4% | -23.1% | -23.1% |
| 1Y | -23.2% | +18.6% | -41.8% | -38.5% |
| 3Y | +3.5% | +78.1% | -74.5% | -52.1% |
| 5Y | +29.0% | +82.3% | -53.3% | -41.4% |
| 10Y | +278.2% | +322.5% | -44.3% | -41.4% |
| All | +278.2% | +315.3% | -37.1% | -41.4% |
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 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