+551.9%
KWR vs VOO
+812.0%
-260.1%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.3% |
| 7D | -0.8% | +0.5% | -1.4% | -1.6% |
| 30D | -5.4% | -0.9% | -4.4% | -4.2% |
| 3M | +12.7% | +3.9% | +8.8% | +7.4% |
| 6M | +25.1% | +14.5% | +10.5% | +4.8% |
| YTD | +18.4% | +13.0% | +5.4% | +0.9% |
| 1Y | +13.4% | +19.4% | -6.1% | -10.0% |
| 3Y | +0.4% | +78.9% | -78.5% | -53.2% |
| 5Y | -34.5% | +82.3% | -116.7% | -69.6% |
| 10Y | +74.4% | +314.2% | -239.8% | -74.6% |
| All | +551.9% | +812.0% | -260.1% | -78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling