-64.8%
KC vs VOO
+183.1%
-247.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | +0.2% |
| 7D | +10.4% | -0.6% | +11.0% | +10.9% |
| 30D | -9.3% | -3.6% | -5.6% | -2.6% |
| 3M | -29.8% | -2.7% | -27.0% | -25.7% |
| 6M | -47.1% | +2.2% | -49.4% | -49.1% |
| YTD | -18.8% | +10.9% | -29.7% | -33.1% |
| 1Y | -28.7% | +11.3% | -40.0% | -42.0% |
| 3Y | +67.0% | +76.9% | -9.9% | -49.6% |
| 5Y | -60.6% | +73.5% | -134.1% | -86.3% |
| All | -64.8% | +183.1% | -247.9% | -92.9% |
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 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