-48.3%
KRUS vs VOO
+77.4%
-125.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -2.3% |
| 7D | -7.7% | -0.8% | -6.9% | -6.4% |
| 30D | -22.2% | -1.1% | -21.1% | -20.7% |
| 3M | -12.1% | +3.9% | -16.0% | -18.2% |
| 6M | -30.8% | +13.6% | -44.5% | -46.3% |
| YTD | -22.0% | +12.7% | -34.7% | -38.3% |
| 1Y | -50.9% | +17.6% | -68.4% | -64.4% |
| 3Y | -48.3% | +77.3% | -125.6% | -81.3% |
| All | -48.3% | +77.4% | -125.7% | -81.3% |
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 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