+19.5%
KIDS vs VOO
+247.6%
-228.1%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -5.2% | +0.1% | -5.4% | -5.4% |
| 30D | +0.4% | +0.1% | +0.4% | +0.3% |
| 3M | +23.8% | +2.0% | +21.8% | +20.6% |
| 6M | +21.3% | +13.0% | +8.2% | +5.7% |
| YTD | +26.2% | +13.6% | +12.6% | +9.3% |
| 1Y | +8.2% | +20.1% | -11.9% | -11.6% |
| 3Y | -41.2% | +77.6% | -118.8% | -68.3% |
| 5Y | -68.7% | +82.4% | -151.1% | -83.3% |
| All | +19.5% | +247.6% | -228.1% | -67.6% |
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