-98.0%
KWM vs VOO
+32.2%
-130.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.7% |
| 7D | +24.0% | +0.5% | +23.5% | +23.6% |
| 30D | -39.2% | -0.9% | -38.3% | -38.9% |
| 3M | -77.3% | +3.9% | -81.2% | -78.2% |
| 6M | -91.8% | +14.5% | -106.3% | -92.6% |
| YTD | -87.4% | +13.0% | -100.3% | -88.6% |
| 1Y | -97.9% | +19.4% | -117.3% | -98.2% |
| All | -98.0% | +32.2% | -130.3% | -98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling