+12.3%
KWY vs VOO
+77.4%
-65.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.9% |
| 7D | -7.1% | -0.8% | -6.3% | -6.6% |
| 30D | -1.5% | -1.1% | -0.5% | -0.9% |
| 3M | -7.4% | +3.9% | -11.3% | -9.6% |
| 6M | -12.8% | +13.6% | -26.5% | -19.5% |
| YTD | -28.7% | +12.7% | -41.4% | -33.8% |
| 1Y | -33.4% | +17.6% | -51.0% | -39.6% |
| 3Y | +12.3% | +77.3% | -65.0% | -23.4% |
| All | +12.3% | +77.4% | -65.1% | -23.4% |
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 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