+287.0%
GKOS vs VOO
+78.5%
+208.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | +9.5% | +2.6% | +6.9% | +6.1% |
| 30D | +46.4% | -2.0% | +48.3% | +50.8% |
| 3M | +29.7% | -2.8% | +32.5% | +34.8% |
| 6M | +79.0% | +2.2% | +76.8% | +73.0% |
| YTD | +117.6% | +11.5% | +106.1% | +86.6% |
| 1Y | +167.6% | +13.5% | +154.1% | +123.9% |
| 3Y | +287.0% | +78.1% | +208.9% | +70.5% |
| All | +287.0% | +78.5% | +208.6% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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