-63.8%
KTCC vs VOO
+81.6%
-145.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.6% |
| 7D | -4.0% | -0.4% | -3.7% | -3.9% |
| 30D | -43.7% | -1.4% | -42.3% | -43.3% |
| 3M | -36.5% | +3.7% | -40.2% | -37.3% |
| 6M | -17.7% | +13.0% | -30.7% | -21.4% |
| YTD | -15.1% | +12.4% | -27.5% | -18.6% |
| 1Y | -27.5% | +18.6% | -46.1% | -31.9% |
| 3Y | -48.4% | +78.1% | -126.4% | -57.6% |
| 5Y | -63.8% | +82.3% | -146.1% | -70.9% |
| All | -63.8% | +81.6% | -145.4% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling