+72.0%
KJAN vs VOO
+157.9%
-85.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -1.0% | -2.0% | +1.0% | +0.2% |
| 30D | -0.8% | -1.7% | +0.9% | +0.3% |
| 3M | +3.1% | +4.7% | -1.6% | +0.1% |
| 6M | +9.1% | +12.6% | -3.4% | +1.0% |
| YTD | +10.8% | +11.8% | -1.0% | +3.0% |
| 1Y | +15.7% | +17.5% | -1.9% | +4.2% |
| 3Y | +45.5% | +77.0% | -31.5% | +1.1% |
| 5Y | +47.6% | +82.6% | -35.0% | -0.4% |
| All | +72.0% | +157.9% | -85.9% | -9.7% |
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