+62.8%
KMDA vs VOO
+80.3%
-17.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.3% |
| 7D | -3.4% | -2.0% | -1.4% | -2.0% |
| 30D | +15.0% | -1.7% | +16.7% | +16.3% |
| 3M | +13.1% | +4.7% | +8.4% | +9.4% |
| 6M | -6.2% | +12.6% | -18.8% | -13.6% |
| YTD | +19.0% | +11.8% | +7.3% | +10.3% |
| 1Y | +17.7% | +17.5% | +0.1% | +5.6% |
| 3Y | +60.4% | +77.0% | -16.6% | +12.0% |
| 5Y | +62.8% | +82.6% | -19.8% | +9.8% |
| All | +62.8% | +80.3% | -17.6% | +9.8% |
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 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