-58.1%
KURA vs VOO
+74.6%
-132.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.5% | -3.5% |
| 7D | +9.3% | +3.3% | +6.0% | +5.5% |
| 30D | -24.4% | -2.7% | -21.7% | -22.1% |
| 3M | -25.3% | -1.7% | -23.5% | -23.7% |
| 6M | -23.2% | +3.1% | -26.4% | -25.7% |
| YTD | -28.5% | +11.9% | -40.4% | -36.7% |
| 1Y | -30.4% | +12.1% | -42.5% | -38.4% |
| 3Y | -12.8% | +78.6% | -91.4% | -52.7% |
| 5Y | -58.1% | +73.8% | -131.9% | -76.0% |
| All | -58.1% | +74.6% | -132.6% | -76.0% |
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