-6.5%
KSTR vs VOO
+120.5%
-127.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -3.0% | -0.4% | -2.7% | -2.8% |
| 30D | -8.9% | -1.4% | -7.5% | -8.2% |
| 3M | -4.4% | +3.7% | -8.1% | -5.9% |
| 6M | +13.6% | +13.0% | +0.5% | +7.6% |
| YTD | +22.3% | +12.4% | +9.9% | +16.2% |
| 1Y | +32.0% | +18.6% | +13.4% | +22.8% |
| 3Y | +78.5% | +78.1% | +0.5% | +38.3% |
| 5Y | -5.8% | +82.3% | -88.1% | -28.4% |
| All | -6.5% | +120.5% | -127.0% | -40.9% |
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