-54.1%
KC vs VOO
+189.9%
-244.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +5.2% |
| 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% | -15.5% |
| 6M | -9.8% | +13.0% | -22.8% | -28.9% |
| YTD | +5.8% | +13.6% | -7.8% | -16.9% |
| 1Y | -18.5% | +20.1% | -38.6% | -42.7% |
| 3Y | +89.9% | +77.6% | +12.4% | -42.3% |
| 5Y | -67.8% | +82.4% | -150.2% | -89.6% |
| All | -54.1% | +189.9% | -244.1% | -91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling