-92.9%
KZIA vs VOO
+807.8%
-900.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -5.8% | -0.4% | -5.4% | -5.6% |
| 30D | -14.8% | -1.4% | -13.5% | -13.9% |
| 3M | +4.0% | +3.7% | +0.3% | +1.4% |
| 6M | +44.5% | +13.0% | +31.5% | +32.5% |
| YTD | +72.4% | +12.4% | +60.0% | +58.9% |
| 1Y | +47.6% | +18.6% | +29.0% | +31.7% |
| 3Y | -77.4% | +78.1% | -155.4% | -84.4% |
| 5Y | -97.7% | +82.3% | -180.0% | -98.4% |
| 10Y | -97.1% | +322.5% | -419.6% | -98.9% |
| All | -92.9% | +807.8% | -900.8% | -98.7% |
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 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