-51.0%
KWM vs VOO
+30.8%
-81.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | +1.7% |
| 7D | -56.3% | 0.0% | -56.4% | -59.7% |
| 30D | -56.3% | 0.0% | -56.4% | -59.7% |
| 3M | +429.0% | +4.7% | +424.3% | +302.6% |
| 6M | +90.7% | +12.6% | +78.2% | +18.7% |
| YTD | +211.0% | +11.8% | +199.2% | +92.4% |
| 1Y | -44.8% | +17.5% | -62.3% | -67.5% |
| All | -51.0% | +30.8% | -81.8% | -75.1% |
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