-65.6%
KTCC vs VOO
+79.7%
-145.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.2% |
| 7D | -8.2% | -0.9% | -7.3% | -7.6% |
| 30D | -35.0% | -2.3% | -32.6% | -34.1% |
| 3M | -64.7% | -1.2% | -63.6% | -64.5% |
| 6M | -59.1% | +3.3% | -62.5% | -59.7% |
| YTD | -52.0% | +12.3% | -64.3% | -54.3% |
| 1Y | -54.9% | +12.5% | -67.4% | -57.1% |
| All | -65.6% | +79.7% | -145.4% | -72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling