+98.1%
KWT vs VOO
+134.7%
-36.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.3% | +0.5% | -0.8% | -0.4% |
| 30D | +2.0% | -0.9% | +3.0% | +2.3% |
| 3M | +3.4% | +3.9% | -0.5% | +2.1% |
| 6M | +6.3% | +14.5% | -8.2% | +1.6% |
| YTD | +0.7% | +13.0% | -12.3% | -3.4% |
| 1Y | +2.2% | +19.4% | -17.2% | -3.7% |
| 3Y | +36.9% | +78.9% | -42.0% | +13.1% |
| 5Y | +44.1% | +82.3% | -38.1% | +18.0% |
| All | +98.1% | +134.7% | -36.6% | +41.4% |
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