+629.5%
KR vs VOO
+807.8%
-178.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.2% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | +0.6% | -1.4% | +2.0% | +1.1% |
| 3M | -9.8% | +3.7% | -13.5% | -11.1% |
| 6M | -22.1% | +13.0% | -35.2% | -25.9% |
| YTD | -8.1% | +12.4% | -20.5% | -12.5% |
| 1Y | -14.7% | +18.6% | -33.3% | -20.5% |
| 3Y | +28.6% | +78.1% | -49.5% | -0.5% |
| 5Y | +36.4% | +82.3% | -45.9% | +3.0% |
| 10Y | +120.8% | +322.5% | -201.8% | +0.5% |
| All | +629.5% | +807.8% | -178.3% | +116.3% |
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