+56.4%
KT vs VOO
+315.3%
-258.9%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +0.5% | -0.4% | +0.8% | +0.6% |
| 30D | +7.9% | -1.4% | +9.2% | +8.6% |
| 3M | +5.6% | +3.7% | +1.9% | +3.6% |
| 6M | -11.1% | +13.0% | -24.2% | -16.6% |
| YTD | +4.1% | +12.4% | -8.4% | -2.1% |
| 1Y | -1.3% | +18.6% | -19.9% | -9.7% |
| 3Y | +84.4% | +78.1% | +6.3% | +35.3% |
| 5Y | +70.4% | +82.3% | -11.9% | +22.2% |
| 10Y | +56.4% | +322.5% | -266.2% | -31.7% |
| All | +56.4% | +315.3% | -258.9% | -31.7% |
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