+18.3%
KSPI vs VOO
+65.1%
-46.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.0% |
| 7D | -5.0% | -0.8% | -4.3% | -4.3% |
| 30D | +2.6% | -1.1% | +3.6% | +3.6% |
| 3M | +26.8% | +3.9% | +22.9% | +22.1% |
| 6M | +45.8% | +13.6% | +32.2% | +29.1% |
| YTD | +36.5% | +12.7% | +23.8% | +21.8% |
| 1Y | +25.6% | +17.6% | +8.1% | +7.8% |
| All | +18.3% | +65.1% | -46.8% | -20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling