+422.1%
KBH vs VOO
+806.9%
-384.8%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -2.6% |
| 7D | -5.8% | -0.9% | -4.9% | -4.8% |
| 30D | +20.2% | -2.3% | +22.5% | +23.7% |
| 3M | -13.3% | -1.2% | -12.2% | -12.3% |
| 6M | +5.0% | +3.3% | +1.6% | -0.3% |
| YTD | -10.1% | +12.3% | -22.4% | -24.2% |
| 1Y | -17.3% | +12.5% | -29.8% | -30.5% |
| 3Y | +2.2% | +79.2% | -76.9% | -57.2% |
| 5Y | +29.0% | +75.7% | -46.7% | -43.7% |
| 10Y | +267.8% | +313.7% | -45.9% | -57.8% |
| All | +422.1% | +806.9% | -384.8% | -85.7% |
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