-68.9%
KD vs VOO
+78.9%
-147.8%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.8% |
| 7D | -4.9% | -2.0% | -3.0% | -2.4% |
| 30D | -5.1% | -1.7% | -3.4% | -2.9% |
| 3M | +12.7% | +4.7% | +8.0% | +5.7% |
| 6M | -0.2% | +12.6% | -12.7% | -15.3% |
| YTD | -52.3% | +11.8% | -64.0% | -59.3% |
| 1Y | -60.9% | +17.5% | -78.4% | -68.8% |
| 3Y | -25.1% | +77.0% | -102.0% | -64.6% |
| All | -68.9% | +78.9% | -147.8% | -85.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling