+248.5%
KFRC vs VOO
+321.7%
-73.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | -4.6% | -2.0% | -2.6% | -2.9% |
| 30D | -11.1% | -1.7% | -9.5% | -9.8% |
| 3M | +5.6% | +4.7% | +0.8% | +1.1% |
| 6M | +99.3% | +12.6% | +86.7% | +78.3% |
| YTD | +70.3% | +11.8% | +58.6% | +53.2% |
| 1Y | +82.8% | +17.5% | +65.3% | +56.7% |
| 3Y | -1.4% | +77.0% | -78.4% | -42.3% |
| 5Y | -1.5% | +82.6% | -84.1% | -44.0% |
| All | +248.5% | +321.7% | -73.2% | -24.4% |
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