-28.1%
KDEF vs VOO
+14.7%
-42.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -3.4% |
| 7D | -6.5% | -0.7% | -5.7% | -5.0% |
| 30D | -28.3% | -1.1% | -27.2% | -26.6% |
| 3M | -23.9% | -0.3% | -23.6% | -23.1% |
| 6M | -49.1% | +7.4% | -56.5% | -54.1% |
| YTD | -26.9% | +13.4% | -40.3% | -39.2% |
| 1Y | -28.1% | +14.8% | -42.9% | -41.4% |
| All | -28.1% | +14.7% | -42.8% | -41.4% |
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