-48.2%
KURA vs VOO
+359.6%
-407.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +5.0% |
| 7D | +6.9% | +2.6% | +4.3% | +3.9% |
| 30D | -19.1% | -2.0% | -17.2% | -17.3% |
| 3M | -23.0% | -2.8% | -20.2% | -20.5% |
| 6M | -18.0% | +2.2% | -20.2% | -19.9% |
| YTD | -25.2% | +11.5% | -36.7% | -33.6% |
| 1Y | -27.2% | +13.5% | -40.7% | -36.5% |
| 3Y | -10.7% | +78.1% | -88.8% | -52.4% |
| 5Y | -56.2% | +73.1% | -129.3% | -75.8% |
| 10Y | +49.4% | +310.7% | -261.3% | -70.8% |
| All | -48.2% | +359.6% | -407.8% | -91.3% |
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