+81.2%
KYMR vs VOO
+82.8%
-1.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -3.1% |
| 7D | -2.1% | -0.8% | -1.3% | -0.9% |
| 30D | +0.8% | -1.1% | +1.9% | +2.5% |
| 3M | +38.6% | +3.9% | +34.7% | +29.4% |
| 6M | +41.0% | +13.6% | +27.4% | +12.8% |
| YTD | +47.7% | +12.7% | +35.0% | +19.5% |
| 1Y | +148.8% | +17.6% | +131.3% | +86.0% |
| 3Y | +502.5% | +77.3% | +425.2% | +129.0% |
| All | +81.2% | +82.8% | -1.6% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling