+818.4%
VOO vs KR
+631.2%
+187.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -0.3% |
| 7D | -0.4% | -3.1% | +2.7% | +0.1% |
| 30D | -1.4% | +0.6% | -2.0% | -1.5% |
| 3M | +3.7% | -9.8% | +13.5% | +5.1% |
| 6M | +13.0% | -22.1% | +35.2% | +16.9% |
| YTD | +12.4% | -8.1% | +20.5% | +12.9% |
| 1Y | +18.6% | -14.7% | +33.3% | +20.4% |
| 3Y | +78.1% | +28.6% | +49.5% | +65.5% |
| 5Y | +82.3% | +36.4% | +45.9% | +65.1% |
| 10Y | +322.5% | +120.8% | +201.8% | +230.0% |
| All | +818.4% | +631.2% | +187.2% | +330.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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