-26.6%
KLTR vs VOO
+77.4%
-104.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.6% |
| 7D | -6.6% | -0.8% | -5.9% | -5.6% |
| 30D | -10.8% | -1.1% | -9.7% | -9.5% |
| 3M | -0.7% | +3.9% | -4.6% | -6.0% |
| 6M | +0.7% | +13.6% | -12.9% | -16.3% |
| YTD | -14.0% | +12.7% | -26.7% | -27.5% |
| 1Y | -17.5% | +17.6% | -35.1% | -35.0% |
| 3Y | -26.6% | +77.3% | -103.9% | -68.4% |
| All | -26.6% | +77.4% | -104.0% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling