-67.2%
KTCC vs VOO
+325.3%
-392.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.7% |
| 7D | +1.2% | -0.8% | +2.0% | +1.6% |
| 30D | -36.8% | -1.1% | -35.7% | -36.4% |
| 3M | -32.0% | +3.9% | -35.9% | -33.1% |
| 6M | -13.2% | +13.6% | -26.8% | -17.9% |
| YTD | -12.5% | +12.7% | -25.3% | -16.9% |
| 1Y | -28.4% | +17.6% | -46.0% | -33.2% |
| 3Y | -46.0% | +77.3% | -123.3% | -58.0% |
| 5Y | -62.8% | +84.1% | -146.9% | -71.8% |
| All | -67.2% | +325.3% | -392.5% | -81.9% |
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