+618.8%
GKOS vs VOO
+322.2%
+296.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.7% |
| 7D | -5.6% | -2.7% | -2.8% | -2.0% |
| 30D | +30.3% | -5.4% | +35.7% | +39.6% |
| 3M | +31.2% | -4.1% | +35.3% | +38.1% |
| 6M | +65.9% | +0.7% | +65.2% | +63.5% |
| YTD | +98.8% | +8.7% | +90.0% | +79.3% |
| 1Y | +174.4% | +11.0% | +163.4% | +141.8% |
| 3Y | +250.6% | +75.5% | +175.1% | +82.8% |
| 5Y | +293.8% | +68.4% | +225.4% | +116.5% |
| 10Y | +598.2% | +315.7% | +282.5% | +35.8% |
| All | +618.8% | +322.2% | +296.6% | +29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling