+613.2%
KCE vs VOO
+806.9%
-193.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.8% |
| 7D | -0.2% | -0.9% | +0.7% | +0.8% |
| 30D | +5.1% | -2.3% | +7.4% | +7.9% |
| 3M | -1.5% | -1.2% | -0.3% | -0.1% |
| 6M | +6.6% | +3.3% | +3.2% | +2.3% |
| YTD | +9.6% | +12.3% | -2.7% | -4.5% |
| 1Y | +11.8% | +12.5% | -0.7% | -2.8% |
| 3Y | +99.1% | +79.2% | +19.9% | +0.6% |
| 5Y | +64.0% | +75.7% | -11.6% | -14.7% |
| 10Y | +366.6% | +313.7% | +52.9% | -19.3% |
| All | +613.2% | +806.9% | -193.7% | -60.1% |
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