+27.5%
KJUL vs VOO
+82.8%
-55.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.2% |
| 7D | -1.4% | -0.8% | -0.7% | -1.0% |
| 30D | -2.3% | -1.1% | -1.2% | -1.7% |
| 3M | -0.9% | +3.9% | -4.8% | -3.2% |
| 6M | +4.2% | +13.6% | -9.4% | -3.8% |
| YTD | +5.6% | +12.7% | -7.1% | -2.1% |
| 1Y | +8.6% | +17.6% | -9.0% | -2.0% |
| 3Y | +31.1% | +77.3% | -46.2% | -8.9% |
| All | +27.5% | +82.8% | -55.3% | -14.3% |
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