-48.1%
KWM vs VOO
+32.0%
-80.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | -3.1% |
| 7D | -53.8% | +0.9% | -54.7% | -59.9% |
| 30D | -53.8% | +0.9% | -54.7% | -59.9% |
| 3M | +492.1% | +3.9% | +488.2% | +349.3% |
| 6M | +124.4% | +13.6% | +110.7% | +31.0% |
| YTD | +229.3% | +12.7% | +216.6% | +91.3% |
| 1Y | -35.7% | +17.6% | -53.3% | -64.2% |
| All | -48.1% | +32.0% | -80.0% | -75.2% |
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