-26.2%
KC vs VOO
+19.5%
-45.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -3.5% |
| 7D | +1.8% | +0.5% | +1.2% | +0.6% |
| 30D | -15.5% | -0.9% | -14.6% | -13.5% |
| 3M | -8.4% | +3.9% | -12.2% | -14.7% |
| 6M | -13.1% | +14.5% | -27.6% | -32.6% |
| YTD | +0.8% | +13.0% | -12.2% | -18.8% |
| 1Y | -26.2% | +19.4% | -45.6% | -40.2% |
| All | -26.2% | +19.5% | -45.7% | -40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling