+90.7%
KWT vs VOO
+131.7%
-41.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.9% | +2.6% | -1.7% | 0.0% |
| 30D | +2.6% | -2.0% | +4.6% | +3.2% |
| 3M | -3.2% | -2.8% | -0.4% | -2.3% |
| 6M | -2.9% | +2.2% | -5.1% | -3.7% |
| YTD | -3.1% | +11.5% | -14.6% | -6.7% |
| 1Y | -3.3% | +13.5% | -16.8% | -7.4% |
| 3Y | +42.3% | +78.1% | -35.7% | +17.8% |
| 5Y | +28.2% | +73.1% | -45.0% | +7.1% |
| All | +90.7% | +131.7% | -41.0% | +36.6% |
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