+44.5%
KEQU vs VOO
+325.3%
-280.8%
-79.9%
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% | -0.6% |
| 7D | -6.9% | -0.8% | -6.1% | -6.6% |
| 30D | -4.9% | -1.1% | -3.8% | -4.5% |
| 3M | -3.7% | +3.9% | -7.6% | -5.1% |
| 6M | -15.9% | +13.6% | -29.6% | -19.8% |
| YTD | -7.9% | +12.7% | -20.6% | -11.9% |
| 1Y | -20.0% | +17.6% | -37.6% | -24.6% |
| 3Y | +91.6% | +77.3% | +14.3% | +60.8% |
| 5Y | +164.8% | +84.1% | +80.7% | +118.4% |
| All | +44.5% | +325.3% | -280.8% | -17.2% |
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