+89.4%
KURA vs VOO
+321.7%
-232.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | -12.0% | -2.0% | -10.0% | -10.0% |
| 30D | +16.5% | -1.7% | +18.2% | +18.7% |
| 3M | +33.3% | +4.7% | +28.6% | +26.7% |
| 6M | +24.9% | +12.6% | +12.4% | +10.2% |
| YTD | +11.4% | +11.8% | -0.4% | -1.2% |
| 1Y | +41.6% | +17.5% | +24.1% | +19.5% |
| 3Y | +14.0% | +77.0% | -63.0% | -38.1% |
| 5Y | -44.1% | +82.6% | -126.7% | -70.6% |
| All | +89.4% | +321.7% | -232.3% | -65.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling