-90.1%
KLC vs VOO
+36.5%
-126.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.6% |
| 7D | +3.2% | +0.5% | +2.7% | +2.5% |
| 30D | -50.1% | -0.9% | -49.2% | -49.3% |
| 3M | -33.0% | +3.9% | -36.9% | -36.4% |
| 6M | -28.1% | +14.5% | -42.7% | -39.8% |
| YTD | -40.3% | +13.0% | -53.2% | -48.8% |
| 1Y | -65.6% | +19.4% | -85.0% | -72.3% |
| All | -90.1% | +36.5% | -126.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling