+79.6%
KIDS vs VOO
+243.7%
-164.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.8% |
| 7D | +0.5% | -0.9% | +1.4% | +1.5% |
| 30D | +52.5% | -2.3% | +54.8% | +56.7% |
| 3M | +38.9% | -1.2% | +40.1% | +40.7% |
| 6M | +96.0% | +3.3% | +92.6% | +88.2% |
| YTD | +89.6% | +12.3% | +77.3% | +66.4% |
| 1Y | +95.6% | +12.5% | +83.1% | +71.5% |
| 3Y | +32.0% | +79.2% | -47.1% | -29.6% |
| 5Y | -49.5% | +75.7% | -125.2% | -72.1% |
| All | +79.6% | +243.7% | -164.2% | -50.7% |
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