+64.5%
KMT vs VOO
+812.0%
-747.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | +4.4% | +0.5% | +3.8% | +3.6% |
| 30D | -7.4% | -0.9% | -6.5% | -6.2% |
| 3M | -7.8% | +3.9% | -11.7% | -12.5% |
| 6M | -17.1% | +14.5% | -31.6% | -31.2% |
| YTD | +9.1% | +13.0% | -3.9% | -7.6% |
| 1Y | +45.8% | +19.4% | +26.3% | +14.4% |
| 3Y | +30.1% | +78.9% | -48.7% | -42.7% |
| 5Y | -3.9% | +82.3% | -86.2% | -58.8% |
| 10Y | +42.1% | +314.2% | -272.1% | -80.3% |
| All | +64.5% | +812.0% | -747.5% | -93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling