+51.7%
KNOP vs VOO
+510.3%
-458.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | +1.7% | -0.4% | +2.0% | +1.9% |
| 30D | +7.3% | -1.4% | +8.7% | +8.3% |
| 3M | +9.1% | +3.7% | +5.4% | +6.2% |
| 6M | +11.7% | +13.0% | -1.3% | +2.5% |
| YTD | +12.5% | +12.4% | +0.1% | +3.6% |
| 1Y | +38.2% | +18.6% | +19.6% | +22.6% |
| 3Y | +82.6% | +78.1% | +4.5% | +20.7% |
| 5Y | -20.8% | +82.3% | -103.1% | -49.6% |
| 10Y | +29.8% | +322.5% | -292.7% | -57.6% |
| All | +51.7% | +510.3% | -458.6% | -57.0% |
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