-99.4%
KLRS vs VOO
+156.7%
-256.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.1% |
| 7D | -16.2% | -2.0% | -14.3% | -13.8% |
| 30D | -16.9% | -1.7% | -15.2% | -14.8% |
| 3M | -20.7% | +4.7% | -25.4% | -25.6% |
| 6M | -66.9% | +12.6% | -79.4% | -71.9% |
| YTD | -60.9% | +11.8% | -72.7% | -66.6% |
| 1Y | -27.5% | +17.5% | -45.0% | -42.8% |
| 3Y | -95.0% | +77.0% | -172.0% | -98.0% |
| 5Y | -99.3% | +82.6% | -181.9% | -99.7% |
| All | -99.4% | +156.7% | -256.2% | -99.8% |
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