-53.7%
KEP vs VOO
+325.3%
-378.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +2.1% |
| 7D | +2.3% | -0.8% | +3.0% | +2.8% |
| 30D | +2.8% | -1.1% | +3.8% | +3.5% |
| 3M | -0.2% | +3.9% | -4.1% | -2.5% |
| 6M | -25.3% | +13.6% | -39.0% | -31.0% |
| YTD | -26.0% | +12.7% | -38.7% | -31.3% |
| 1Y | -11.1% | +17.6% | -28.7% | -19.7% |
| 3Y | +82.9% | +77.3% | +5.6% | +24.7% |
| 5Y | +23.7% | +84.1% | -60.4% | -18.4% |
| All | -53.7% | +325.3% | -378.9% | -83.2% |
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 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