-5.2%
KSTR vs VOO
+82.3%
-87.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.5% |
| 7D | -2.2% | +0.5% | -2.7% | -2.5% |
| 30D | -9.4% | -0.9% | -8.5% | -9.0% |
| 3M | -0.1% | +3.9% | -4.0% | -1.8% |
| 6M | +17.5% | +14.5% | +2.9% | +10.8% |
| YTD | +23.9% | +13.0% | +10.9% | +17.6% |
| 1Y | +30.9% | +19.4% | +11.5% | +21.7% |
| 3Y | +80.8% | +78.9% | +1.9% | +41.8% |
| 5Y | -5.2% | +82.3% | -87.5% | -27.8% |
| All | -5.2% | +82.3% | -87.5% | -27.8% |
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