+140.0%
KRT vs VOO
+14.7%
+125.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +1.8% |
| 7D | +0.4% | -0.7% | +1.2% | +0.8% |
| 30D | -1.9% | -1.1% | -0.9% | -1.3% |
| 3M | +31.8% | -0.3% | +32.2% | +32.0% |
| 6M | +90.3% | +7.4% | +83.0% | +81.2% |
| YTD | +148.3% | +13.4% | +134.9% | +128.1% |
| 1Y | +140.0% | +14.8% | +125.2% | +118.7% |
| All | +140.0% | +14.7% | +125.3% | +118.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling