-68.3%
KC vs VOO
+184.7%
-253.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.6% | -3.2% |
| 7D | -11.4% | +2.6% | -14.0% | -16.0% |
| 30D | -13.8% | -2.0% | -11.8% | -10.7% |
| 3M | -33.8% | -2.8% | -31.1% | -29.8% |
| 6M | -57.9% | +2.2% | -60.0% | -59.4% |
| YTD | -27.0% | +11.5% | -38.5% | -40.5% |
| 1Y | -32.3% | +13.5% | -45.8% | -47.0% |
| 3Y | +46.0% | +78.1% | -32.0% | -56.5% |
| 5Y | -67.2% | +73.1% | -140.4% | -88.6% |
| All | -68.3% | +184.7% | -253.0% | -93.7% |
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