+31.1%
KMPB vs VOO
+88.9%
-57.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | +0.7% | -1.4% | +2.0% | +1.1% |
| 3M | +4.8% | +3.7% | +1.1% | +3.5% |
| 6M | +8.6% | +13.0% | -4.5% | +4.3% |
| YTD | +9.5% | +12.4% | -2.9% | +5.3% |
| 1Y | +8.9% | +18.6% | -9.7% | +2.8% |
| 3Y | +57.7% | +78.1% | -20.3% | +27.8% |
| All | +31.1% | +88.9% | -57.9% | +2.9% |
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