+85.9%
KBR vs VOO
+810.0%
-724.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.7% |
| 7D | -0.6% | -0.8% | +0.1% | +0.4% |
| 30D | -4.0% | -1.1% | -2.9% | -2.6% |
| 3M | +4.0% | +3.9% | +0.1% | -1.4% |
| 6M | -2.0% | +13.6% | -15.6% | -17.6% |
| YTD | -8.1% | +12.7% | -20.9% | -22.0% |
| 1Y | -24.8% | +17.6% | -42.4% | -39.7% |
| 3Y | -36.5% | +77.3% | -113.8% | -71.4% |
| 5Y | -1.4% | +84.1% | -85.5% | -59.8% |
| 10Y | +188.1% | +323.5% | -135.4% | -66.0% |
| All | +85.9% | +810.0% | -724.1% | -93.2% |
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 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