+374.5%
KF vs VOO
+817.1%
-442.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.2% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +11.1% | +0.1% | +11.0% | +11.1% |
| 3M | -9.8% | +2.0% | -11.8% | -10.5% |
| 6M | +33.5% | +13.0% | +20.4% | +22.8% |
| YTD | +85.0% | +13.6% | +71.4% | +69.7% |
| 1Y | +153.9% | +20.1% | +133.8% | +123.1% |
| 3Y | +221.7% | +77.6% | +144.1% | +105.6% |
| 5Y | +136.3% | +82.4% | +53.9% | +46.1% |
| 10Y | +307.0% | +316.8% | -9.9% | +24.1% |
| All | +374.5% | +817.1% | -442.6% | -33.2% |
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 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