-88.2%
KG vs VOO
+81.6%
-169.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.0% | +6.0% |
| 7D | -5.0% | -0.4% | -4.7% | -4.7% |
| 30D | -14.3% | -1.4% | -12.9% | -13.4% |
| 3M | -37.4% | +3.7% | -41.2% | -39.6% |
| 6M | -48.2% | +13.0% | -61.3% | -53.8% |
| YTD | -28.0% | +12.4% | -40.5% | -35.2% |
| 1Y | -70.8% | +18.6% | -89.4% | -74.9% |
| 3Y | -79.9% | +78.1% | -157.9% | -87.7% |
| 5Y | -88.2% | +82.3% | -170.5% | -92.9% |
| All | -88.2% | +81.6% | -169.8% | -92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling