-90.3%
KLC vs VOO
+35.9%
-126.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | +1.2% | -0.4% | +1.6% | +1.8% |
| 30D | -49.5% | -1.4% | -48.1% | -48.3% |
| 3M | -34.2% | +3.7% | -37.9% | -37.4% |
| 6M | -24.6% | +13.0% | -37.7% | -35.7% |
| YTD | -41.2% | +12.4% | -53.6% | -49.3% |
| 1Y | -65.5% | +18.6% | -84.1% | -71.9% |
| All | -90.3% | +35.9% | -126.2% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling