+65.4%
KELYA vs VOO
+807.8%
-742.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.1% |
| 7D | -3.2% | -0.4% | -2.8% | -2.7% |
| 30D | +2.3% | -1.4% | +3.7% | +4.0% |
| 3M | +36.9% | +3.7% | +33.2% | +30.6% |
| 6M | +79.7% | +13.0% | +66.7% | +55.0% |
| YTD | +85.1% | +12.4% | +72.7% | +60.7% |
| 1Y | +23.0% | +18.6% | +4.4% | +0.2% |
| 3Y | -5.5% | +78.1% | -83.5% | -53.4% |
| 5Y | -9.2% | +82.3% | -91.4% | -56.8% |
| 10Y | -1.7% | +322.5% | -324.3% | -85.1% |
| All | +65.4% | +807.8% | -742.4% | -94.3% |
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