-18.3%
KGC vs VO
+14.1%
-32.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.7% | +3.1% | -9.8% | -11.8% |
| 30D | -6.7% | +2.2% | -8.9% | -10.9% |
| 3M | -22.6% | -2.5% | -20.1% | -18.6% |
| 6M | -33.4% | +7.0% | -40.4% | -41.2% |
| YTD | -26.0% | +14.0% | -40.0% | -41.0% |
| 1Y | -18.3% | +15.6% | -33.9% | -36.2% |
| All | -18.3% | +14.1% | -32.4% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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