+520.8%
KFY vs VOO
+807.8%
-287.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.5% |
| 7D | -2.9% | -0.4% | -2.6% | -2.5% |
| 30D | -3.0% | -1.4% | -1.6% | -1.3% |
| 3M | +10.9% | +3.7% | +7.1% | +5.1% |
| 6M | +31.7% | +13.0% | +18.7% | +11.3% |
| YTD | +24.9% | +12.4% | +12.5% | +6.3% |
| 1Y | +14.7% | +18.6% | -3.9% | -9.2% |
| 3Y | +79.9% | +78.1% | +1.9% | -17.2% |
| 5Y | +18.4% | +82.3% | -63.9% | -47.5% |
| 10Y | +314.8% | +322.5% | -7.8% | -44.1% |
| All | +520.8% | +807.8% | -287.0% | -79.0% |
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