+50.0%
KT vs VOO
+312.6%
-262.5%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.3% |
| 7D | +1.0% | -0.9% | +1.9% | +1.4% |
| 30D | +2.5% | -2.3% | +4.8% | +3.6% |
| 3M | +0.6% | -1.2% | +1.8% | +1.1% |
| 6M | -11.5% | +3.3% | -14.9% | -13.1% |
| YTD | -1.7% | +12.3% | -14.0% | -7.5% |
| 1Y | +1.7% | +12.5% | -10.8% | -4.4% |
| 3Y | +67.7% | +79.2% | -11.5% | +22.7% |
| 5Y | +72.3% | +75.7% | -3.4% | +26.1% |
| All | +50.0% | +312.6% | -262.5% | -36.3% |
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