+109.7%
KRUS vs VOO
+183.3%
-73.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.3% |
| 7D | -5.4% | -2.0% | -3.5% | -2.5% |
| 30D | -16.7% | -1.7% | -15.1% | -14.6% |
| 3M | -7.4% | +4.7% | -12.1% | -13.8% |
| 6M | -30.6% | +12.6% | -43.1% | -42.6% |
| YTD | -21.4% | +11.8% | -33.2% | -34.2% |
| 1Y | -48.3% | +17.5% | -65.8% | -59.9% |
| 3Y | -49.7% | +77.0% | -126.6% | -77.7% |
| 5Y | -10.5% | +82.6% | -93.0% | -60.4% |
| All | +109.7% | +183.3% | -73.6% | -39.0% |
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