+634.8%
KGC vs VOO
+314.4%
+320.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.0% |
| 7D | +0.2% | -0.9% | +1.1% | +0.6% |
| 30D | -8.8% | -2.3% | -6.5% | -7.6% |
| 3M | -21.1% | -1.2% | -19.9% | -20.5% |
| 6M | -32.3% | +3.3% | -35.7% | -33.1% |
| YTD | -23.5% | +12.3% | -35.8% | -27.2% |
| 1Y | -15.0% | +12.5% | -27.5% | -19.1% |
| 3Y | +327.5% | +79.2% | +248.3% | +228.9% |
| 5Y | +244.3% | +75.7% | +168.6% | +162.8% |
| 10Y | +634.8% | +313.7% | +321.1% | +441.7% |
| All | +634.8% | +314.4% | +320.3% | +441.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling