+445.2%
KBH vs VOO
+817.1%
-371.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | -11.0% | +0.1% | -11.1% | -11.0% |
| 3M | +0.8% | +2.0% | -1.2% | -2.2% |
| 6M | -11.7% | +13.0% | -24.7% | -25.6% |
| YTD | -6.1% | +13.6% | -19.7% | -21.7% |
| 1Y | -19.4% | +20.1% | -39.5% | -38.1% |
| 3Y | +5.8% | +77.6% | -71.8% | -54.8% |
| 5Y | +31.0% | +82.4% | -51.4% | -45.7% |
| 10Y | +284.5% | +316.8% | -32.4% | -56.1% |
| All | +445.2% | +817.1% | -371.9% | -85.3% |
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 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