+307.7%
VOO vs KDP
+248.3%
+59.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | -0.6% | +8.2% | -8.8% | -2.4% |
| 30D | -3.6% | +18.4% | -22.0% | -7.6% |
| 3M | -2.7% | +29.2% | -32.0% | -8.8% |
| 6M | +2.2% | +32.3% | -30.0% | -5.1% |
| YTD | +10.9% | +38.5% | -27.6% | +1.4% |
| 1Y | +11.3% | +48.5% | -37.2% | -0.2% |
| 3Y | +76.9% | +32.5% | +44.4% | +60.7% |
| 5Y | +73.5% | +19.7% | +53.8% | +62.2% |
| 10Y | +307.7% | +256.4% | +51.3% | +226.7% |
| All | +307.7% | +248.3% | +59.4% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 10y: compounded portfolio wealth divided by compounded KDP 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…
10y analysis · Full analysis span regression · 6 months rolling