+140.8%
KYN vs VOO
+807.8%
-667.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.3% |
| 7D | -0.1% | -0.4% | +0.3% | +0.3% |
| 30D | +3.9% | -1.4% | +5.3% | +5.3% |
| 3M | +9.8% | +3.7% | +6.1% | +5.2% |
| 6M | +11.6% | +13.0% | -1.4% | -2.5% |
| YTD | +27.1% | +12.4% | +14.6% | +11.3% |
| 1Y | +32.2% | +18.6% | +13.6% | +9.5% |
| 3Y | +124.4% | +78.1% | +46.4% | +20.0% |
| 5Y | +194.2% | +82.3% | +112.0% | +50.5% |
| 10Y | +94.6% | +322.5% | -227.9% | -52.4% |
| All | +140.8% | +807.8% | -667.1% | -60.3% |
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