+82.9%
VKI vs VOO
+812.0%
-729.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -1.4% | +0.5% | -1.9% | -1.5% |
| 30D | -3.0% | -0.9% | -2.0% | -2.8% |
| 3M | -0.5% | +3.9% | -4.3% | -1.2% |
| 6M | -2.4% | +14.5% | -17.0% | -5.0% |
| YTD | +0.2% | +13.0% | -12.8% | -2.2% |
| 1Y | +9.3% | +19.4% | -10.1% | +5.6% |
| 3Y | +34.1% | +78.9% | -44.7% | +19.8% |
| 5Y | -7.1% | +82.3% | -89.4% | -17.8% |
| 10Y | +21.1% | +314.2% | -293.1% | -4.4% |
| All | +82.9% | +812.0% | -729.1% | +42.1% |
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