+72.5%
KIDS vs VOO
+241.3%
-168.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +1.9% | +2.6% | -0.7% | -0.8% |
| 30D | +45.4% | -2.0% | +47.4% | +48.9% |
| 3M | +29.3% | -2.8% | +32.1% | +33.3% |
| 6M | +81.8% | +2.2% | +79.7% | +76.9% |
| YTD | +82.2% | +11.5% | +70.6% | +61.1% |
| 1Y | +91.2% | +13.5% | +77.7% | +66.0% |
| 3Y | +24.1% | +78.1% | -54.0% | -33.4% |
| 5Y | -50.5% | +73.1% | -123.6% | -72.2% |
| All | +72.5% | +241.3% | -168.7% | -52.3% |
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 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