-47.9%
KTCC vs VOO
+79.1%
-127.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.5% |
| 7D | -4.0% | +0.5% | -4.6% | -4.3% |
| 30D | -42.0% | -0.9% | -41.1% | -41.6% |
| 3M | -36.6% | +3.9% | -40.5% | -37.7% |
| 6M | -15.5% | +14.5% | -30.1% | -20.7% |
| YTD | -14.3% | +13.0% | -27.3% | -19.0% |
| 1Y | -25.5% | +19.4% | -45.0% | -31.3% |
| 3Y | -47.9% | +78.9% | -126.8% | -61.2% |
| All | -47.9% | +79.1% | -127.0% | -61.2% |
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