+78.1%
KMDA vs VOO
+325.3%
-247.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | -7.3% | -0.8% | -6.5% | -6.8% |
| 30D | +17.5% | -1.1% | +18.6% | +18.2% |
| 3M | +8.7% | +3.9% | +4.8% | +6.2% |
| 6M | -2.6% | +13.6% | -16.2% | -9.4% |
| YTD | +18.0% | +12.7% | +5.3% | +10.3% |
| 1Y | +18.6% | +17.6% | +1.1% | +8.6% |
| 3Y | +61.3% | +77.3% | -16.0% | +19.1% |
| 5Y | +61.3% | +84.1% | -22.8% | +15.6% |
| All | +78.1% | +325.3% | -247.2% | -15.0% |
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 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