+92.2%
KIO vs VOO
+461.4%
-369.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +0.5% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -0.1% | -3.3% | +3.2% | +1.4% |
| 3M | -6.0% | -2.4% | -3.6% | -5.0% |
| 6M | -4.6% | +2.6% | -7.2% | -5.8% |
| YTD | -2.5% | +11.3% | -13.8% | -7.3% |
| 1Y | -3.8% | +13.4% | -17.3% | -9.4% |
| 3Y | +22.9% | +80.3% | -57.4% | -7.2% |
| 5Y | +5.7% | +72.7% | -67.0% | -19.4% |
| 10Y | +83.4% | +310.0% | -226.6% | -2.9% |
| All | +92.2% | +461.4% | -369.2% | -10.0% |
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 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