+24.6%
KMT vs VOO
+77.4%
-52.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.1% |
| 7D | -5.1% | -0.8% | -4.3% | -4.3% |
| 30D | -4.4% | -1.1% | -3.3% | -3.2% |
| 3M | -14.4% | +3.9% | -18.3% | -17.8% |
| 6M | -26.1% | +13.6% | -39.7% | -35.7% |
| YTD | +5.4% | +12.7% | -7.3% | -7.4% |
| 1Y | +43.1% | +17.6% | +25.5% | +20.6% |
| 3Y | +24.6% | +77.3% | -52.7% | -33.3% |
| All | +24.6% | +77.4% | -52.8% | -33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling