-69.8%
KPDD vs VOO
+38.1%
-107.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.3% |
| 7D | -9.1% | -0.4% | -8.7% | -8.5% |
| 30D | -30.0% | -1.4% | -28.6% | -28.5% |
| 3M | -12.8% | +3.7% | -16.5% | -18.7% |
| 6M | -48.6% | +13.0% | -61.6% | -58.9% |
| YTD | -59.4% | +12.4% | -71.8% | -67.0% |
| 1Y | -69.1% | +18.6% | -87.7% | -76.7% |
| All | -69.8% | +38.1% | -107.9% | -82.1% |
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