-58.6%
KD vs VOO
+20.9%
-79.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -5.4% | +0.1% | -5.5% | -5.3% |
| 3M | +8.3% | +2.0% | +6.3% | +7.3% |
| 6M | +0.1% | +13.0% | -13.0% | -11.9% |
| YTD | -50.5% | +13.6% | -64.1% | -56.9% |
| 1Y | -58.6% | +20.1% | -78.7% | -64.7% |
| All | -58.6% | +20.9% | -79.5% | -64.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling