+520.1%
KBWB vs VOO
+686.9%
-166.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | -0.9% | -2.7% | +1.8% | +2.3% |
| 30D | +1.2% | -5.4% | +6.6% | +8.0% |
| 3M | -9.7% | -4.1% | -5.6% | -5.2% |
| 6M | +1.4% | +0.7% | +0.6% | 0.0% |
| YTD | +5.7% | +8.7% | -3.0% | -4.9% |
| 1Y | +16.3% | +11.0% | +5.3% | +2.1% |
| 3Y | +133.1% | +75.5% | +57.7% | +17.4% |
| 5Y | +40.7% | +68.4% | -27.6% | -25.3% |
| 10Y | +199.8% | +315.7% | -115.9% | -46.9% |
| All | +520.1% | +686.9% | -166.7% | -49.2% |
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