-92.7%
KG vs VOO
+817.1%
-909.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -13.9% | +0.1% | -13.9% | -14.1% |
| 3M | -32.6% | +2.0% | -34.6% | -34.0% |
| 6M | -52.4% | +13.0% | -65.5% | -57.4% |
| YTD | -26.0% | +13.6% | -39.6% | -33.7% |
| 1Y | -70.8% | +20.1% | -90.9% | -75.1% |
| 3Y | -78.5% | +77.6% | -156.0% | -86.8% |
| 5Y | -88.1% | +82.4% | -170.5% | -92.9% |
| 10Y | -96.8% | +316.8% | -413.6% | -99.1% |
| All | -92.7% | +817.1% | -909.8% | -99.1% |
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