+75.8%
VOO vs KRE
+84.1%
-8.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -2.0% | -1.4% | -0.6% | -1.6% |
| 30D | -1.7% | -3.9% | +2.2% | -0.5% |
| 3M | +4.7% | +3.6% | +1.1% | +3.5% |
| 6M | +12.6% | +15.4% | -2.8% | +7.4% |
| YTD | +11.8% | +15.2% | -3.5% | +6.4% |
| 1Y | +17.5% | +16.5% | +1.1% | +11.3% |
| All | +75.8% | +84.1% | -8.2% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling