+639.1%
KBWP vs VOO
+710.6%
-71.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -2.3% | +0.1% | -2.4% | -2.4% |
| 3M | +14.6% | +2.0% | +12.5% | +12.7% |
| 6M | +6.7% | +13.0% | -6.3% | -1.8% |
| YTD | +5.8% | +13.6% | -7.8% | -3.1% |
| 1Y | +9.9% | +20.1% | -10.2% | -3.0% |
| 3Y | +67.7% | +77.6% | -9.8% | +13.5% |
| 5Y | +84.8% | +82.4% | +2.4% | +21.5% |
| 10Y | +222.3% | +316.8% | -94.5% | +35.6% |
| All | +639.1% | +710.6% | -71.5% | +186.2% |
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