+31.0%
KMTS vs VOO
+34.3%
-3.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.3% | -9.2% | -9.1% |
| 7D | +0.3% | +3.3% | -3.0% | -3.7% |
| 30D | +6.1% | -2.7% | +8.8% | +10.4% |
| 3M | +2.2% | -1.7% | +4.0% | +4.9% |
| 6M | +32.7% | +3.1% | +29.6% | +28.3% |
| YTD | +7.9% | +11.9% | -4.0% | -6.0% |
| 1Y | +6.8% | +12.1% | -5.2% | -7.0% |
| All | +31.0% | +34.3% | -3.2% | -0.4% |
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 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