+11.7%
KDEC vs VOO
+24.9%
-13.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | -1.6% | -2.7% | +1.2% | +0.2% |
| 30D | -0.8% | -5.4% | +4.6% | +2.8% |
| 3M | -2.6% | -4.1% | +1.5% | 0.0% |
| 6M | +1.0% | +0.7% | +0.3% | +0.4% |
| YTD | +9.3% | +8.7% | +0.6% | +3.2% |
| 1Y | +10.7% | +11.0% | -0.3% | +3.2% |
| All | +11.7% | +24.9% | -13.2% | -4.2% |
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