+7.9%
KBH vs VOO
+78.4%
-70.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.2% | +0.6% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +20.6% | -3.3% | +23.9% | +23.8% |
| 3M | -11.2% | -2.4% | -8.8% | -9.6% |
| 6M | +5.5% | +2.6% | +2.9% | +3.0% |
| YTD | -6.6% | +11.3% | -17.8% | -14.9% |
| 1Y | -13.0% | +13.4% | -26.5% | -22.1% |
| 3Y | +7.9% | +80.3% | -72.4% | -49.2% |
| All | +7.9% | +78.4% | -70.5% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling