-82.3%
KTUP vs VOO
+16.6%
-99.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -4.2% |
| 7D | -4.8% | -0.4% | -4.5% | -3.3% |
| 30D | -46.1% | -1.4% | -44.8% | -42.3% |
| 3M | -41.0% | +3.7% | -44.7% | -49.1% |
| 6M | -82.3% | +13.0% | -95.3% | -89.2% |
| YTD | -78.3% | +12.4% | -90.7% | -86.4% |
| All | -82.3% | +16.6% | -99.0% | -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 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