+82.3%
VOO vs KDP
+6.3%
+76.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | +0.5% | +2.1% | -1.5% | +0.2% |
| 30D | -0.9% | +8.5% | -9.4% | -2.5% |
| 3M | +3.9% | +6.6% | -2.7% | +2.3% |
| 6M | +14.5% | +17.1% | -2.5% | +10.4% |
| YTD | +13.0% | +19.0% | -6.1% | +8.3% |
| 1Y | +19.4% | +21.8% | -2.3% | +13.5% |
| 3Y | +78.9% | +6.4% | +72.4% | +73.6% |
| 5Y | +82.3% | +5.1% | +77.1% | +79.1% |
| All | +82.3% | +6.3% | +76.0% | +79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling