+249.5%
KFRC vs VOO
+325.3%
-75.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.4% |
| 7D | -5.3% | -0.8% | -4.5% | -4.7% |
| 30D | -10.5% | -1.1% | -9.4% | -9.7% |
| 3M | +4.3% | +3.9% | +0.4% | +0.6% |
| 6M | +99.1% | +13.6% | +85.4% | +76.7% |
| YTD | +70.8% | +12.7% | +58.1% | +52.5% |
| 1Y | +72.8% | +17.6% | +55.2% | +48.1% |
| 3Y | -0.6% | +77.3% | -77.9% | -41.8% |
| 5Y | -1.2% | +84.1% | -85.4% | -44.3% |
| All | +249.5% | +325.3% | -75.8% | -24.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling