+48.5%
KGC vs VOO
+795.4%
-746.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.4% | -5.6% |
| 7D | +8.0% | -0.6% | +8.6% | +8.3% |
| 30D | -9.3% | -3.6% | -5.7% | -7.3% |
| 3M | -21.3% | -2.7% | -18.6% | -20.0% |
| 6M | -31.5% | +2.2% | -33.7% | -31.9% |
| YTD | -23.2% | +10.9% | -34.1% | -26.7% |
| 1Y | -15.0% | +11.3% | -26.4% | -18.9% |
| 3Y | +328.7% | +76.9% | +251.8% | +223.5% |
| 5Y | +262.9% | +73.5% | +189.4% | +174.3% |
| 10Y | +568.9% | +307.7% | +261.2% | +230.7% |
| All | +48.5% | +795.4% | -746.9% | -60.1% |
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