+24.3%
KSPI vs VOO
+65.5%
-41.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +3.0% | +0.5% | +2.5% | +2.5% |
| 30D | +18.7% | -0.9% | +19.7% | +19.8% |
| 3M | +36.7% | +3.9% | +32.8% | +31.7% |
| 6M | +50.9% | +14.5% | +36.4% | +32.6% |
| YTD | +43.4% | +13.0% | +30.4% | +27.6% |
| 1Y | +28.8% | +19.4% | +9.4% | +8.8% |
| All | +24.3% | +65.5% | -41.2% | -16.4% |
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