+114.1%
KC vs VOO
+80.9%
+33.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +5.1% |
| 7D | +2.8% | +0.1% | +2.7% | +2.6% |
| 30D | -12.5% | +0.1% | -12.6% | -12.5% |
| 3M | -12.7% | +2.0% | -14.7% | -15.0% |
| 6M | -9.8% | +13.0% | -22.8% | -26.0% |
| YTD | +5.8% | +13.6% | -7.8% | -13.4% |
| 1Y | -18.5% | +20.1% | -38.6% | -38.9% |
| All | +114.1% | +80.9% | +33.2% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling