+23.6%
KT vs VOO
+817.1%
-793.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | +8.9% | +0.1% | +8.8% | +8.8% |
| 3M | +8.7% | +2.0% | +6.7% | +7.4% |
| 6M | -13.6% | +13.0% | -26.6% | -19.3% |
| YTD | +4.3% | +13.6% | -9.3% | -2.8% |
| 1Y | -1.7% | +20.1% | -21.8% | -11.3% |
| 3Y | +80.2% | +77.6% | +2.7% | +29.4% |
| 5Y | +67.0% | +82.4% | -15.5% | +16.8% |
| 10Y | +49.9% | +316.8% | -266.9% | -37.7% |
| All | +23.6% | +817.1% | -793.5% | -70.5% |
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