+136.6%
KTB vs VOO
+201.9%
-65.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.3% |
| 7D | -8.8% | -0.8% | -8.0% | -7.9% |
| 30D | -17.8% | -1.1% | -16.7% | -16.7% |
| 3M | -16.5% | +3.9% | -20.4% | -20.3% |
| 6M | +1.9% | +13.6% | -11.8% | -12.6% |
| YTD | +11.5% | +12.7% | -1.2% | -3.6% |
| 1Y | -18.4% | +17.6% | -36.0% | -33.0% |
| 3Y | +67.0% | +77.3% | -10.3% | -16.2% |
| 5Y | +48.5% | +84.1% | -35.7% | -27.9% |
| All | +136.6% | +201.9% | -65.3% | -45.4% |
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