+871.8%
KDP vs VOO
+777.9%
+93.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +2.2% | -2.7% | +4.9% | +3.5% |
| 30D | +19.9% | -5.4% | +25.3% | +23.0% |
| 3M | +21.5% | -4.1% | +25.5% | +23.7% |
| 6M | +30.1% | +0.7% | +29.4% | +29.2% |
| YTD | +34.9% | +8.7% | +26.2% | +28.8% |
| 1Y | +43.4% | +11.0% | +32.4% | +35.4% |
| 3Y | +29.1% | +75.5% | -46.4% | -5.1% |
| 5Y | +15.0% | +68.4% | -53.4% | -14.6% |
| 10Y | +234.1% | +315.7% | -81.6% | +45.9% |
| All | +871.8% | +777.9% | +93.9% | +149.2% |
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