+183.8%
KRT vs VOO
+80.1%
+103.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.2% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +15.4% | +0.1% | +15.4% | +15.4% |
| 3M | +73.8% | +2.0% | +71.8% | +70.5% |
| 6M | +106.2% | +13.0% | +93.2% | +83.8% |
| YTD | +124.0% | +13.6% | +110.5% | +98.8% |
| 1Y | +101.3% | +20.1% | +81.2% | +69.1% |
| All | +183.8% | +80.1% | +103.7% | +72.4% |
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 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