+82.5%
KBWP vs VOO
+82.3%
+0.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | -1.7% | +0.5% | -2.2% | -1.9% |
| 30D | -4.0% | -0.9% | -3.1% | -3.6% |
| 3M | +10.1% | +3.9% | +6.2% | +7.8% |
| 6M | +5.5% | +14.5% | -9.0% | -2.1% |
| YTD | +3.7% | +13.0% | -9.2% | -3.2% |
| 1Y | +9.4% | +19.4% | -10.1% | -1.2% |
| 3Y | +66.5% | +78.9% | -12.4% | +17.5% |
| 5Y | +82.5% | +82.3% | +0.2% | +23.9% |
| All | +82.5% | +82.3% | +0.2% | +23.9% |
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 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