+163.8%
KRT vs VOO
+82.3%
+81.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +1.9% | +0.5% | +1.3% | +1.4% |
| 30D | +3.7% | -0.9% | +4.6% | +4.4% |
| 3M | +68.2% | +3.9% | +64.3% | +62.9% |
| 6M | +118.3% | +14.5% | +103.8% | +94.8% |
| YTD | +123.8% | +13.0% | +110.9% | +102.0% |
| 1Y | +104.2% | +19.4% | +84.8% | +75.8% |
| 3Y | +183.5% | +78.9% | +104.6% | +79.1% |
| 5Y | +163.8% | +82.3% | +81.5% | +52.5% |
| All | +163.8% | +82.3% | +81.4% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling