+55.0%
KLAG vs VOO
+14.7%
+40.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -0.4% | +15.2% | +17.1% |
| 7D | +11.2% | +0.1% | +11.1% | +10.0% |
| 30D | -9.8% | +0.1% | -9.8% | -10.3% |
| 3M | -38.3% | +2.0% | -40.3% | -40.7% |
| 6M | +17.7% | +13.0% | +4.7% | -25.8% |
| YTD | +58.0% | +13.6% | +44.4% | +1.1% |
| All | +55.0% | +14.7% | +40.3% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling