+30.4%
KSLV vs VOO
+15.3%
+15.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -4.6% |
| 7D | -5.6% | -2.0% | -3.7% | -2.0% |
| 30D | -2.1% | -1.7% | -0.4% | +1.1% |
| 3M | -0.3% | +4.7% | -5.0% | -8.4% |
| 6M | -30.4% | +12.6% | -43.0% | -42.2% |
| YTD | -12.5% | +11.8% | -24.2% | -25.7% |
| All | +30.4% | +15.3% | +15.0% | +9.5% |
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