+68.5%
KWY vs VOO
+325.3%
-256.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.6% |
| 7D | -7.1% | -0.8% | -6.3% | -6.8% |
| 30D | -1.5% | -1.1% | -0.5% | -1.2% |
| 3M | -7.4% | +3.9% | -11.3% | -8.5% |
| 6M | -12.8% | +13.6% | -26.5% | -16.3% |
| YTD | -28.7% | +12.7% | -41.4% | -31.3% |
| 1Y | -33.4% | +17.6% | -51.0% | -36.7% |
| 3Y | +12.3% | +77.3% | -65.0% | -4.7% |
| 5Y | +78.6% | +84.1% | -5.5% | +49.3% |
| All | +68.5% | +325.3% | -256.7% | +14.7% |
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