+223.1%
KRT vs VOO
+98.5%
+124.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.7% |
| 7D | -1.1% | -0.4% | -0.7% | -0.8% |
| 30D | -1.6% | -1.4% | -0.2% | -0.5% |
| 3M | +62.0% | +3.7% | +58.3% | +57.2% |
| 6M | +112.2% | +13.0% | +99.1% | +91.4% |
| YTD | +117.0% | +12.4% | +104.6% | +96.7% |
| 1Y | +104.4% | +18.6% | +85.8% | +77.1% |
| 3Y | +174.9% | +78.1% | +96.8% | +74.4% |
| 5Y | +159.6% | +82.3% | +77.4% | +55.9% |
| All | +223.1% | +98.5% | +124.6% | +84.8% |
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