-58.7%
KD vs VOO
+78.5%
-137.3%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.0% |
| 7D | +3.2% | +2.6% | +0.6% | -0.2% |
| 30D | +42.6% | -2.0% | +44.6% | +46.6% |
| 3M | +20.6% | -2.8% | +23.4% | +25.4% |
| 6M | +52.1% | +2.2% | +50.0% | +47.6% |
| YTD | -36.7% | +11.5% | -48.2% | -45.8% |
| 1Y | -34.3% | +13.5% | -47.8% | -45.0% |
| 3Y | -3.7% | +78.1% | -81.8% | -54.8% |
| 5Y | -18.9% | +73.1% | -92.1% | -64.1% |
| All | -58.7% | +78.5% | -137.3% | -80.7% |
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 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