+381.5%
KRE vs VOO
+817.1%
-435.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -2.7% | +0.1% | -2.7% | -2.8% |
| 3M | +8.2% | +2.0% | +6.2% | +5.1% |
| 6M | +12.8% | +13.0% | -0.2% | -3.2% |
| YTD | +17.5% | +13.6% | +3.9% | +0.2% |
| 1Y | +16.6% | +20.1% | -3.5% | -7.1% |
| 3Y | +79.5% | +77.6% | +1.9% | -10.7% |
| 5Y | +32.4% | +82.4% | -50.0% | -36.4% |
| 10Y | +124.1% | +316.8% | -192.7% | -60.9% |
| All | +381.5% | +817.1% | -435.6% | -72.2% |
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