+474.8%
KFRC vs VOO
+812.0%
-337.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.7% | -5.7% |
| 7D | -6.8% | +0.5% | -7.4% | -7.3% |
| 30D | -13.5% | -0.9% | -12.5% | -12.6% |
| 3M | +7.6% | +3.9% | +3.8% | +3.0% |
| 6M | +88.6% | +14.5% | +74.0% | +62.4% |
| YTD | +69.2% | +13.0% | +56.2% | +47.7% |
| 1Y | +72.8% | +19.4% | +53.4% | +41.9% |
| 3Y | -2.1% | +78.9% | -81.0% | -48.3% |
| 5Y | -0.6% | +82.3% | -82.9% | -48.9% |
| 10Y | +238.5% | +314.2% | -75.7% | -36.9% |
| All | +474.8% | +812.0% | -337.2% | -68.6% |
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