-91.9%
KLC vs VOO
+35.3%
-127.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | +5.5% | +3.3% | +2.2% | +1.1% |
| 30D | +14.7% | -2.7% | +17.4% | +19.1% |
| 3M | -54.5% | -1.7% | -52.8% | -53.2% |
| 6M | -49.6% | +3.1% | -52.8% | -51.6% |
| YTD | -51.2% | +11.9% | -63.1% | -57.6% |
| 1Y | -57.8% | +12.1% | -69.9% | -63.3% |
| All | -91.9% | +35.3% | -127.2% | -93.7% |
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