-1.8%
KFRC vs VOO
+81.4%
-83.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | -5.0% | -0.4% | -4.6% | -4.7% |
| 30D | -11.2% | -1.4% | -9.9% | -10.3% |
| 3M | +8.1% | +3.7% | +4.4% | +4.7% |
| 6M | +96.9% | +13.0% | +83.9% | +77.5% |
| YTD | +69.9% | +12.4% | +57.4% | +53.7% |
| 1Y | +76.7% | +18.6% | +58.1% | +52.3% |
| 3Y | -1.7% | +78.1% | -79.8% | -41.4% |
| All | -1.8% | +81.4% | -83.2% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling