+42.8%
KGC vs VOO
+803.9%
-761.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -4.1% | +3.3% | -7.3% | -5.8% |
| 30D | -11.6% | -2.7% | -9.0% | -10.2% |
| 3M | -24.5% | -1.7% | -22.8% | -23.7% |
| 6M | -34.6% | +3.1% | -37.7% | -35.3% |
| YTD | -26.2% | +11.9% | -38.1% | -29.9% |
| 1Y | -20.1% | +12.1% | -32.2% | -24.1% |
| 3Y | +312.4% | +78.6% | +233.8% | +209.5% |
| 5Y | +224.9% | +73.8% | +151.1% | +145.1% |
| 10Y | +608.7% | +312.3% | +296.5% | +248.2% |
| All | +42.8% | +803.9% | -761.0% | -61.8% |
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