+607.9%
KCE vs VOO
+798.5%
-190.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +0.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +4.0% | -3.3% | +7.3% | +8.1% |
| 3M | -1.3% | -2.4% | +1.1% | +1.5% |
| 6M | +5.6% | +2.6% | +3.0% | +2.3% |
| YTD | +8.8% | +11.3% | -2.5% | -4.2% |
| 1Y | +12.1% | +13.4% | -1.3% | -3.5% |
| 3Y | +99.3% | +80.3% | +19.0% | -0.1% |
| 5Y | +62.5% | +72.7% | -10.2% | -13.7% |
| 10Y | +378.4% | +310.0% | +68.4% | -16.4% |
| All | +607.9% | +798.5% | -190.6% | -59.9% |
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