-91.8%
KLC vs VOO
+35.8%
-127.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -5.0% |
| 7D | 0.0% | -0.9% | +0.9% | +1.4% |
| 30D | +15.7% | -2.3% | +18.0% | +19.6% |
| 3M | -55.2% | -1.2% | -54.1% | -54.3% |
| 6M | -42.0% | +3.3% | -45.3% | -44.4% |
| YTD | -50.5% | +12.3% | -62.8% | -57.2% |
| 1Y | -58.1% | +12.5% | -70.6% | -63.8% |
| All | -91.8% | +35.8% | -127.6% | -93.6% |
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