+468.4%
GKOS vs VOO
+341.0%
+127.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.5% |
| 30D | +3.8% | +0.1% | +3.8% | +3.8% |
| 3M | +45.8% | +2.0% | +43.8% | +41.7% |
| 6M | +53.8% | +13.0% | +40.8% | +32.5% |
| YTD | +57.2% | +13.6% | +43.6% | +34.4% |
| 1Y | +96.9% | +20.1% | +76.8% | +57.2% |
| 3Y | +137.0% | +77.6% | +59.4% | +21.1% |
| 5Y | +200.3% | +82.4% | +117.9% | +50.2% |
| 10Y | +478.3% | +316.8% | +161.4% | +11.5% |
| All | +468.4% | +341.0% | +127.4% | -2.8% |
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