+688.1%
GKOS vs VOO
+334.7%
+353.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.1% |
| 7D | +11.8% | +3.3% | +8.6% | +7.8% |
| 30D | +48.7% | -2.7% | +51.3% | +54.1% |
| 3M | +31.8% | -1.7% | +33.6% | +35.0% |
| 6M | +80.4% | +3.1% | +77.3% | +73.3% |
| YTD | +117.9% | +11.9% | +106.0% | +90.2% |
| 1Y | +165.7% | +12.1% | +153.6% | +131.5% |
| 3Y | +306.4% | +78.6% | +227.8% | +108.0% |
| 5Y | +385.3% | +73.8% | +311.5% | +157.3% |
| 10Y | +623.4% | +312.3% | +311.1% | +41.7% |
| All | +688.1% | +334.7% | +353.4% | +37.4% |
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