-57.2%
KC vs VOO
+187.0%
-244.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.1% |
| 7D | -0.4% | -0.4% | 0.0% | +0.4% |
| 30D | -14.6% | -1.4% | -13.3% | -11.9% |
| 3M | -10.7% | +3.7% | -14.4% | -16.5% |
| 6M | -28.5% | +13.0% | -41.5% | -43.7% |
| YTD | -1.3% | +12.4% | -13.7% | -20.8% |
| 1Y | -36.9% | +18.6% | -55.5% | -54.5% |
| 3Y | +99.0% | +78.1% | +21.0% | -40.0% |
| 5Y | -69.8% | +82.3% | -152.0% | -90.2% |
| All | -57.2% | +187.0% | -244.2% | -91.6% |
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