-81.2%
KTUP vs VOO
+17.1%
-98.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +4.1% |
| 7D | -4.6% | +0.5% | -5.2% | -7.3% |
| 30D | -39.3% | -0.9% | -38.3% | -36.3% |
| 3M | -40.2% | +3.9% | -44.1% | -48.8% |
| 6M | -78.8% | +14.5% | -93.3% | -87.8% |
| YTD | -76.8% | +13.0% | -89.8% | -85.9% |
| All | -81.2% | +17.1% | -98.3% | -89.6% |
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