-9.6%
KCCA vs VOO
+89.6%
-99.2%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | -1.3% | -1.4% | +0.1% | -1.1% |
| 3M | +3.6% | +3.7% | -0.2% | +3.0% |
| 6M | +14.0% | +13.0% | +0.9% | +11.8% |
| YTD | +1.4% | +12.4% | -11.0% | -0.4% |
| 1Y | +11.8% | +18.6% | -6.8% | +8.7% |
| 3Y | -19.5% | +78.1% | -97.6% | -29.0% |
| All | -9.6% | +89.6% | -99.2% | -14.9% |
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