+28.8%
KLIP vs VOO
+103.7%
-74.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | -1.1% | +2.0% | -3.2% | -2.4% |
| 6M | -2.6% | +13.0% | -15.6% | -9.9% |
| YTD | -8.8% | +13.6% | -22.4% | -15.9% |
| 1Y | -8.8% | +20.1% | -28.9% | -18.5% |
| 3Y | +17.1% | +77.6% | -60.5% | -19.6% |
| All | +28.8% | +103.7% | -74.9% | -20.0% |
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