+21.8%
KMT vs VOO
+14.7%
+7.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | +1.6% | -15.5% | -15.8% |
| 7D | -11.7% | -0.7% | -11.0% | -10.9% |
| 30D | -20.0% | -1.1% | -19.0% | -18.9% |
| 3M | -26.7% | -0.3% | -26.3% | -26.3% |
| 6M | -27.7% | +7.4% | -35.0% | -34.5% |
| YTD | -5.9% | +13.4% | -19.3% | -21.0% |
| 1Y | +21.8% | +14.8% | +7.0% | +1.1% |
| All | +21.8% | +14.7% | +7.1% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling