-82.8%
KTCC vs VOO
+309.6%
-392.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.5% |
| 7D | -1.5% | +2.6% | -4.1% | -2.6% |
| 30D | -39.3% | -2.0% | -37.3% | -38.7% |
| 3M | -67.0% | -2.8% | -64.2% | -66.6% |
| 6M | -58.3% | +2.2% | -60.5% | -58.7% |
| YTD | -53.4% | +11.5% | -64.9% | -55.6% |
| 1Y | -54.4% | +13.5% | -67.9% | -56.8% |
| 3Y | -66.7% | +78.1% | -144.8% | -74.2% |
| 5Y | -79.5% | +73.1% | -152.6% | -84.0% |
| All | -82.8% | +309.6% | -392.5% | -90.8% |
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 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