+3.2%
KWIN vs VOO
+14.2%
-11.0%
-1.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | 0.0% |
| 7D | 0.0% | -0.8% | +0.7% | 0.0% |
| 30D | +0.4% | -1.1% | +1.5% | +0.4% |
| 3M | +0.7% | +3.9% | -3.1% | +0.7% |
| 6M | +1.5% | +13.6% | -12.2% | +1.2% |
| YTD | +2.3% | +12.7% | -10.4% | +2.1% |
| All | +3.2% | +14.2% | -11.0% | +2.9% |
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