-64.6%
KC vs VOO
+184.1%
-248.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.3% | -5.7% |
| 7D | +6.3% | +0.1% | +6.2% | +5.3% |
| 30D | -8.9% | -3.3% | -5.5% | -2.8% |
| 3M | -31.5% | -2.4% | -29.1% | -28.0% |
| 6M | -46.9% | +2.6% | -49.5% | -49.2% |
| YTD | -18.4% | +11.3% | -29.7% | -33.3% |
| 1Y | -27.4% | +13.4% | -40.8% | -43.2% |
| 3Y | +68.5% | +80.3% | -11.8% | -51.3% |
| 5Y | -60.6% | +72.7% | -133.3% | -86.3% |
| All | -64.6% | +184.1% | -248.7% | -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 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