-49.6%
KWM vs VOO
+30.8%
-80.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +4.4% |
| 7D | -55.1% | 0.0% | -55.2% | -58.6% |
| 30D | -55.1% | 0.0% | -55.2% | -58.6% |
| 3M | +443.6% | +4.7% | +438.8% | +313.2% |
| 6M | +96.0% | +12.6% | +83.4% | +21.9% |
| YTD | +219.5% | +11.8% | +207.8% | +97.4% |
| 1Y | -43.3% | +17.5% | -60.8% | -66.7% |
| All | -49.6% | +30.8% | -80.5% | -74.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling