+113.7%
KBWD vs VOO
+708.2%
-594.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | +0.8% | -2.7% | +3.5% | +3.1% |
| 30D | +1.3% | -5.4% | +6.7% | +6.1% |
| 3M | -10.9% | -4.1% | -6.8% | -7.8% |
| 6M | -15.2% | +0.7% | -15.9% | -16.0% |
| YTD | -12.8% | +8.7% | -21.6% | -19.3% |
| 1Y | -10.1% | +11.0% | -21.0% | -18.2% |
| 3Y | +8.1% | +75.5% | -67.4% | -34.7% |
| 5Y | -10.8% | +68.4% | -79.2% | -44.4% |
| 10Y | +41.0% | +315.7% | -274.7% | -59.1% |
| All | +113.7% | +708.2% | -594.5% | -65.5% |
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