+160.5%
KRT vs VOO
+95.8%
+64.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.8% |
| 7D | -27.6% | -0.6% | -27.0% | -27.2% |
| 30D | -30.8% | -3.6% | -27.1% | -28.7% |
| 3M | -20.7% | -2.7% | -17.9% | -19.0% |
| 6M | +38.2% | +2.2% | +36.0% | +35.4% |
| YTD | +75.0% | +10.9% | +64.1% | +60.2% |
| 1Y | +82.5% | +11.3% | +71.2% | +66.5% |
| 3Y | +139.9% | +76.9% | +63.0% | +53.1% |
| 5Y | +110.8% | +73.5% | +37.3% | +29.7% |
| All | +160.5% | +95.8% | +64.8% | +50.6% |
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