+98.8%
KRT vs VOO
+78.4%
+20.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.3% | +6.5% | +6.8% |
| 7D | -31.2% | +0.1% | -31.2% | -31.2% |
| 30D | -33.1% | -3.3% | -29.8% | -31.2% |
| 3M | -21.7% | -2.4% | -19.3% | -20.2% |
| 6M | +33.5% | +2.6% | +30.9% | +30.2% |
| YTD | +69.0% | +11.3% | +57.8% | +53.1% |
| 1Y | +73.3% | +13.4% | +59.9% | +53.9% |
| 3Y | +98.8% | +80.3% | +18.5% | +80.6% |
| All | +98.8% | +78.4% | +20.4% | +80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling