+67.6%
KTF vs VOO
+807.8%
-740.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -1.2% | -0.4% | -0.8% | -1.1% |
| 30D | -4.5% | -1.4% | -3.1% | -4.2% |
| 3M | -4.9% | +3.7% | -8.6% | -5.5% |
| 6M | -3.1% | +13.0% | -16.2% | -5.1% |
| YTD | -1.0% | +12.4% | -13.4% | -2.9% |
| 1Y | +2.3% | +18.6% | -16.3% | -0.6% |
| 3Y | +28.9% | +78.1% | -49.1% | +16.4% |
| 5Y | -4.7% | +82.3% | -87.0% | -14.8% |
| 10Y | +4.2% | +322.5% | -318.4% | -17.3% |
| All | +67.6% | +807.8% | -740.2% | +33.8% |
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