-10.1%
KBWD vs VOO
+9.9%
-20.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | +0.8% | -2.7% | +3.5% | +2.5% |
| 30D | +1.3% | -5.4% | +6.7% | +4.9% |
| 3M | -10.9% | -4.1% | -6.8% | -8.6% |
| 6M | -15.2% | +0.7% | -15.9% | -15.8% |
| YTD | -12.8% | +8.7% | -21.6% | -18.5% |
| 1Y | -10.1% | +11.0% | -21.0% | -16.9% |
| All | -10.1% | +9.9% | -20.0% | -16.9% |
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