+233.6%
KRT vs VOO
+100.5%
+133.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.1% |
| 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% | +70.8% |
| 6M | +106.2% | +13.0% | +93.2% | +86.1% |
| YTD | +124.0% | +13.6% | +110.5% | +101.4% |
| 1Y | +101.3% | +20.1% | +81.2% | +72.6% |
| 3Y | +123.3% | +77.6% | +45.7% | +41.8% |
| 5Y | +166.1% | +82.4% | +83.6% | +59.6% |
| All | +233.6% | +100.5% | +133.1% | +89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling