+13.1%
KDEC vs VOO
+28.1%
-15.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | 0.0% |
| 7D | +1.2% | +2.6% | -1.3% | -0.4% |
| 30D | +2.3% | -2.0% | +4.3% | +3.6% |
| 3M | -2.2% | -2.8% | +0.6% | -0.5% |
| 6M | +2.8% | +2.2% | +0.7% | +1.3% |
| YTD | +10.7% | +11.5% | -0.9% | +2.9% |
| 1Y | +13.3% | +13.5% | -0.2% | +4.1% |
| All | +13.1% | +28.1% | -15.1% | -4.6% |
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