+18.4%
KELYA vs VOO
+18.2%
+0.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -5.8% | -0.8% | -5.0% | -5.5% |
| 30D | +3.3% | -1.1% | +4.4% | +3.8% |
| 3M | +32.5% | +3.9% | +28.6% | +29.9% |
| 6M | +81.7% | +13.6% | +68.0% | +69.5% |
| YTD | +84.2% | +12.7% | +71.5% | +73.2% |
| 1Y | +18.4% | +17.6% | +0.8% | +4.2% |
| All | +18.4% | +18.2% | +0.2% | +4.2% |
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 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