+2.7%
KBWY vs VOO
+309.6%
-307.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -0.4% | +2.6% | -2.9% | -2.7% |
| 30D | +4.0% | -2.0% | +6.0% | +5.7% |
| 3M | -6.9% | -2.8% | -4.2% | -4.7% |
| 6M | +1.4% | +2.2% | -0.8% | -1.3% |
| YTD | +15.4% | +11.5% | +3.8% | +3.3% |
| 1Y | +17.1% | +13.5% | +3.6% | +3.0% |
| 3Y | +28.6% | +78.1% | -49.5% | -28.3% |
| 5Y | +2.0% | +73.1% | -71.1% | -41.9% |
| All | +2.7% | +309.6% | -307.0% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling