+54.6%
KMDA vs VOO
+72.6%
-18.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +11.9% | +2.6% | +9.3% | +9.9% |
| 30D | +6.4% | -2.0% | +8.4% | +8.2% |
| 3M | +13.7% | -2.8% | +16.5% | +16.2% |
| 6M | +5.1% | +2.2% | +2.9% | +3.7% |
| YTD | +20.5% | +11.5% | +9.0% | +12.1% |
| 1Y | +20.2% | +13.5% | +6.7% | +10.5% |
| 3Y | +82.7% | +78.1% | +4.6% | +27.4% |
| All | +54.6% | +72.6% | -18.0% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling