+273.8%
KXI vs VOO
+800.4%
-526.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +2.0% | +2.6% | -0.5% | +0.6% |
| 30D | +7.1% | -2.0% | +9.1% | +8.1% |
| 3M | +6.6% | -2.8% | +9.4% | +8.0% |
| 6M | +8.9% | +2.2% | +6.8% | +7.0% |
| YTD | +15.9% | +11.5% | +4.4% | +8.0% |
| 1Y | +17.3% | +13.5% | +3.8% | +8.1% |
| 3Y | +39.5% | +78.1% | -38.6% | -3.8% |
| 5Y | +32.7% | +73.1% | -40.5% | -8.1% |
| 10Y | +106.6% | +310.7% | -204.2% | -20.5% |
| All | +273.8% | +800.4% | -526.7% | -12.1% |
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