+15.6%
KIDS vs VOO
+244.1%
-228.5%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.9% |
| 7D | -4.9% | -0.4% | -4.6% | -4.6% |
| 30D | -6.9% | -1.4% | -5.5% | -5.5% |
| 3M | +17.3% | +3.7% | +13.5% | +12.3% |
| 6M | +15.4% | +13.0% | +2.4% | +0.6% |
| YTD | +22.1% | +12.4% | +9.6% | +6.9% |
| 1Y | +5.8% | +18.6% | -12.8% | -12.4% |
| 3Y | -35.9% | +78.1% | -114.0% | -65.6% |
| 5Y | -68.7% | +82.3% | -151.0% | -83.3% |
| All | +15.6% | +244.1% | -228.5% | -68.3% |
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