+414.9%
KGC vs VO
+827.2%
-412.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.1% |
| 7D | -1.3% | -0.3% | -1.0% | -1.0% |
| 30D | +20.3% | -0.3% | +20.6% | +20.6% |
| 3M | +8.1% | +2.9% | +5.1% | +6.4% |
| 6M | -8.8% | +9.3% | -18.1% | -13.4% |
| YTD | +10.1% | +14.2% | -4.1% | +1.8% |
| 1Y | +44.2% | +15.3% | +29.0% | +32.7% |
| 3Y | +533.0% | +56.2% | +476.8% | +376.8% |
| 5Y | +443.0% | +42.4% | +400.6% | +331.4% |
| 10Y | +678.6% | +194.7% | +483.8% | +261.3% |
| All | +414.9% | +827.2% | -412.3% | -14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling