+246.8%
KE vs VOO
+360.7%
-113.8%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | +3.4% | -0.4% | +3.8% | +3.8% |
| 30D | -0.4% | -1.4% | +1.0% | +1.1% |
| 3M | -1.4% | +3.7% | -5.1% | -4.9% |
| 6M | +9.9% | +13.0% | -3.2% | -3.0% |
| YTD | -10.0% | +12.4% | -22.4% | -19.5% |
| 1Y | -15.9% | +18.6% | -34.5% | -28.4% |
| 3Y | -13.4% | +78.1% | -91.4% | -50.5% |
| 5Y | +1.2% | +82.3% | -81.1% | -43.8% |
| 10Y | +109.7% | +322.5% | -212.8% | -46.9% |
| All | +246.8% | +360.7% | -113.8% | -22.1% |
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