-2.0%
KELYA vs VOO
+325.3%
-327.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.1% |
| 7D | -5.8% | -0.8% | -5.0% | -5.1% |
| 30D | +3.3% | -1.1% | +4.4% | +4.4% |
| 3M | +32.5% | +3.9% | +28.6% | +27.0% |
| 6M | +81.7% | +13.6% | +68.0% | +59.1% |
| YTD | +84.2% | +12.7% | +71.5% | +62.7% |
| 1Y | +18.4% | +17.6% | +0.8% | 0.0% |
| 3Y | -6.4% | +77.3% | -83.7% | -48.9% |
| 5Y | -8.4% | +84.1% | -92.5% | -52.1% |
| All | -2.0% | +325.3% | -327.3% | -79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling