+21.4%
KBWB vs VOO
+14.7%
+6.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +0.9% |
| 7D | +2.4% | -0.7% | +3.1% | +3.0% |
| 30D | +4.2% | -1.1% | +5.3% | +5.2% |
| 3M | -6.7% | -0.3% | -6.4% | -6.5% |
| 6M | +8.0% | +7.4% | +0.7% | +0.2% |
| YTD | +10.1% | +13.4% | -3.3% | -3.7% |
| 1Y | +21.4% | +14.8% | +6.6% | +5.0% |
| All | +21.4% | +14.7% | +6.7% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling