+652.4%
KRMD vs VOO
+325.3%
+327.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | -2.8% | -0.8% | -2.0% | -2.2% |
| 30D | -4.2% | -1.1% | -3.2% | -3.5% |
| 3M | -21.0% | +3.9% | -24.9% | -23.7% |
| 6M | -29.9% | +13.6% | -43.6% | -37.1% |
| YTD | -45.6% | +12.7% | -58.3% | -50.8% |
| 1Y | -21.4% | +17.6% | -39.0% | -31.4% |
| 3Y | +21.1% | +77.3% | -56.2% | -21.9% |
| 5Y | +7.1% | +84.1% | -77.0% | -33.0% |
| All | +652.4% | +325.3% | +327.1% | +144.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling