-54.5%
KTCC vs VOO
+817.1%
-871.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -12.7% | +0.1% | -12.8% | -12.7% |
| 30D | -40.8% | +0.1% | -40.8% | -40.8% |
| 3M | -38.7% | +2.0% | -40.7% | -39.3% |
| 6M | -16.3% | +13.0% | -29.4% | -21.5% |
| YTD | -13.6% | +13.6% | -27.2% | -19.1% |
| 1Y | -16.0% | +20.1% | -36.1% | -23.6% |
| 3Y | -49.8% | +77.6% | -127.4% | -63.0% |
| 5Y | -65.3% | +82.4% | -147.8% | -75.2% |
| 10Y | -69.1% | +316.8% | -385.9% | -87.0% |
| All | -54.5% | +817.1% | -871.6% | -90.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling