+259.1%
KGC vs VO
+822.0%
-562.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.7% | -5.8% |
| 7D | +8.0% | -0.2% | +8.2% | +8.1% |
| 30D | -9.3% | +0.5% | -9.8% | -9.6% |
| 3M | -21.3% | -1.1% | -20.2% | -20.6% |
| 6M | -31.5% | +6.4% | -37.9% | -33.8% |
| YTD | -23.2% | +13.5% | -36.8% | -28.7% |
| 1Y | -15.0% | +13.6% | -28.6% | -20.9% |
| 3Y | +328.7% | +65.2% | +263.5% | +212.2% |
| 5Y | +262.9% | +37.7% | +225.2% | +195.3% |
| 10Y | +568.9% | +198.4% | +370.5% | +207.4% |
| All | +259.1% | +822.0% | -562.9% | -40.2% |
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 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