-11.2%
KBWD vs VOO
+75.1%
-86.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.3% |
| 7D | -3.3% | -0.9% | -2.4% | -2.7% |
| 30D | +0.9% | -2.3% | +3.3% | +2.8% |
| 3M | -13.6% | -1.2% | -12.4% | -12.9% |
| 6M | -12.7% | +3.3% | -16.0% | -15.3% |
| YTD | -13.7% | +12.3% | -26.0% | -22.0% |
| 1Y | -11.9% | +12.5% | -24.4% | -20.6% |
| 3Y | +7.5% | +79.2% | -71.7% | -36.1% |
| 5Y | -11.2% | +75.7% | -86.9% | -48.0% |
| All | -11.2% | +75.1% | -86.3% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling