-100.0%
KIDZ vs VOO
+59.0%
-158.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -0.2% |
| 7D | -8.9% | +0.5% | -9.4% | -10.4% |
| 30D | -38.5% | -0.9% | -37.6% | -36.4% |
| 3M | -89.9% | +3.9% | -93.8% | -90.9% |
| 6M | -99.3% | +14.5% | -113.8% | -99.6% |
| YTD | -99.7% | +13.0% | -112.7% | -99.8% |
| 1Y | -100.0% | +19.4% | -119.4% | -100.0% |
| All | -100.0% | +59.0% | -158.9% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling