+314.1%
VOO vs KDP
+173.3%
+140.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | -2.0% | -4.3% | +2.3% | -0.9% |
| 30D | -1.7% | +7.8% | -9.5% | -3.5% |
| 3M | +4.7% | -0.1% | +4.8% | +4.4% |
| 6M | +12.6% | +14.0% | -1.4% | +8.3% |
| YTD | +11.8% | +15.1% | -3.3% | +7.0% |
| 1Y | +17.5% | +18.5% | -1.0% | +11.3% |
| 3Y | +77.0% | +2.9% | +74.1% | +71.7% |
| 5Y | +82.6% | +3.0% | +79.6% | +76.9% |
| All | +314.1% | +173.3% | +140.8% | +252.0% |
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