+30.5%
KBH vs VOO
+82.3%
-51.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.3% |
| 7D | -3.9% | +0.5% | -4.4% | -4.4% |
| 30D | -14.3% | -0.9% | -13.4% | -13.4% |
| 3M | -2.0% | +3.9% | -5.8% | -6.0% |
| 6M | -12.3% | +14.5% | -26.9% | -24.5% |
| YTD | -9.8% | +13.0% | -22.8% | -21.4% |
| 1Y | -24.7% | +19.4% | -44.1% | -38.5% |
| 3Y | +4.5% | +78.9% | -74.3% | -48.9% |
| 5Y | +30.5% | +82.3% | -51.7% | -37.4% |
| All | +30.5% | +82.3% | -51.8% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling