+24.3%
KLIP vs VOO
+101.6%
-77.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -2.6% | -0.4% | -2.2% | -2.4% |
| 30D | -6.1% | -1.4% | -4.7% | -5.3% |
| 3M | -1.9% | +3.7% | -5.6% | -4.2% |
| 6M | -6.4% | +13.0% | -19.5% | -13.4% |
| YTD | -12.0% | +12.4% | -24.4% | -18.3% |
| 1Y | -13.3% | +18.6% | -31.9% | -21.9% |
| 3Y | +16.1% | +78.1% | -61.9% | -20.5% |
| All | +24.3% | +101.6% | -77.3% | -22.3% |
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