+822.6%
VOO vs KRE
+373.9%
+448.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | 0.0% |
| 7D | +0.5% | +2.3% | -1.8% | -0.4% |
| 30D | -0.9% | -2.5% | +1.6% | 0.0% |
| 3M | +3.9% | +6.2% | -2.3% | +1.2% |
| 6M | +14.5% | +15.8% | -1.3% | +7.5% |
| YTD | +13.0% | +16.0% | -3.0% | +5.7% |
| 1Y | +19.4% | +16.2% | +3.3% | +11.3% |
| 3Y | +78.9% | +86.4% | -7.5% | +33.0% |
| 5Y | +82.3% | +33.0% | +49.3% | +53.1% |
| 10Y | +314.2% | +123.0% | +191.2% | +148.0% |
| All | +822.6% | +373.9% | +448.8% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded KRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling