-91.7%
KTUP vs VOO
+15.7%
-107.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -3.1% |
| 7D | -8.1% | +2.6% | -10.7% | -16.6% |
| 30D | -30.9% | -2.0% | -28.9% | -25.1% |
| 3M | -74.7% | -2.8% | -71.9% | -71.3% |
| 6M | -70.2% | +2.2% | -72.4% | -71.7% |
| YTD | -89.7% | +11.5% | -101.3% | -93.4% |
| 1Y | -89.2% | +13.5% | -102.7% | -93.6% |
| All | -91.7% | +15.7% | -107.3% | -95.2% |
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 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