+82.0%
KSA vs VOO
+358.6%
-276.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.4% |
| 7D | +3.4% | +3.3% | +0.1% | +1.5% |
| 30D | +0.9% | -2.7% | +3.6% | +2.5% |
| 3M | -4.4% | -1.7% | -2.7% | -3.6% |
| 6M | -5.3% | +3.1% | -8.5% | -7.2% |
| YTD | +0.7% | +11.9% | -11.2% | -5.8% |
| 1Y | -5.2% | +12.1% | -17.3% | -11.5% |
| 3Y | +2.1% | +78.6% | -76.4% | -28.0% |
| 5Y | -6.7% | +73.8% | -80.5% | -34.1% |
| 10Y | +98.9% | +312.3% | -213.4% | -19.4% |
| All | +82.0% | +358.6% | -276.6% | -31.5% |
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 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