-6.3%
KMT vs VOO
+80.3%
-86.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | -1.0% | -2.0% | +1.0% | +1.3% |
| 30D | -3.7% | -1.7% | -2.0% | -1.8% |
| 3M | -12.0% | +4.7% | -16.7% | -16.5% |
| 6M | -22.5% | +12.6% | -35.1% | -32.4% |
| YTD | +4.3% | +11.8% | -7.5% | -8.1% |
| 1Y | +42.5% | +17.5% | +24.9% | +18.7% |
| 3Y | +24.4% | +77.0% | -52.6% | -36.2% |
| 5Y | -6.3% | +82.6% | -88.9% | -54.5% |
| All | -6.3% | +80.3% | -86.7% | -54.5% |
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