-15.3%
KVHI vs VOO
+325.3%
-340.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.6% |
| 7D | +0.3% | -0.8% | +1.0% | +0.9% |
| 30D | -7.7% | -1.1% | -6.6% | -6.8% |
| 3M | -10.6% | +3.9% | -14.5% | -13.3% |
| 6M | +7.3% | +13.6% | -6.4% | -2.8% |
| YTD | +3.7% | +12.7% | -9.0% | -5.5% |
| 1Y | +21.7% | +17.6% | +4.1% | +7.0% |
| 3Y | +37.5% | +77.3% | -39.9% | -17.5% |
| 5Y | -27.4% | +84.1% | -111.5% | -58.4% |
| All | -15.3% | +325.3% | -340.6% | -79.3% |
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 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