+17.9%
KDP vs VOO
+72.0%
-54.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +16.3% | -3.3% | +19.6% | +17.4% |
| 3M | +24.0% | -2.4% | +26.4% | +24.8% |
| 6M | +30.0% | +2.6% | +27.4% | +28.7% |
| YTD | +36.1% | +11.3% | +24.8% | +31.0% |
| 1Y | +46.8% | +13.4% | +33.4% | +40.4% |
| 3Y | +30.5% | +80.3% | -49.8% | +2.9% |
| 5Y | +17.9% | +72.7% | -54.8% | -5.8% |
| All | +17.9% | +72.0% | -54.1% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling