-64.5%
KROS vs VOO
+80.3%
-144.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +0.5% | -2.0% | +2.5% | +2.8% |
| 30D | +5.0% | -1.7% | +6.6% | +6.9% |
| 3M | +12.5% | +4.7% | +7.7% | +6.5% |
| 6M | -3.5% | +12.6% | -16.1% | -15.6% |
| YTD | -45.1% | +11.8% | -56.9% | -51.5% |
| 1Y | -28.6% | +17.5% | -46.2% | -40.4% |
| 3Y | -69.0% | +77.0% | -146.0% | -84.9% |
| 5Y | -64.5% | +82.6% | -147.1% | -81.4% |
| All | -64.5% | +80.3% | -144.9% | -81.4% |
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