-75.0%
KG vs VOO
+18.2%
-93.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.1% |
| 7D | -13.4% | -0.8% | -12.6% | -12.6% |
| 30D | -22.6% | -1.1% | -21.5% | -21.8% |
| 3M | -40.3% | +3.9% | -44.2% | -43.1% |
| 6M | -42.6% | +13.6% | -56.2% | -51.0% |
| YTD | -35.9% | +12.7% | -48.6% | -44.3% |
| 1Y | -75.0% | +17.6% | -92.6% | -79.6% |
| All | -75.0% | +18.2% | -93.2% | -79.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling