-59.8%
KD vs VOO
+18.2%
-78.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.0% |
| 7D | 0.0% | -0.8% | +0.8% | +0.7% |
| 30D | +0.5% | -1.1% | +1.6% | +1.5% |
| 3M | +16.6% | +3.9% | +12.7% | +13.1% |
| 6M | +3.9% | +13.6% | -9.8% | -9.5% |
| YTD | -50.5% | +12.7% | -63.2% | -56.7% |
| 1Y | -59.8% | +17.6% | -77.4% | -66.4% |
| All | -59.8% | +18.2% | -78.0% | -66.4% |
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