+272.3%
KEN vs VOO
+81.6%
+190.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.4% |
| 7D | +5.4% | -0.4% | +5.8% | +5.7% |
| 30D | +7.8% | -1.4% | +9.2% | +9.2% |
| 3M | -6.5% | +3.7% | -10.2% | -9.2% |
| 6M | -12.9% | +13.0% | -26.0% | -21.2% |
| YTD | +9.2% | +12.4% | -3.3% | -0.7% |
| 1Y | +57.5% | +18.6% | +38.9% | +37.2% |
| 3Y | +335.6% | +78.1% | +257.5% | +164.9% |
| 5Y | +272.3% | +82.3% | +190.1% | +125.0% |
| All | +272.3% | +81.6% | +190.8% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling