+112.9%
KGC vs VOO
+817.1%
-704.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +20.3% | +0.1% | +20.2% | +20.3% |
| 3M | +8.1% | +2.0% | +6.1% | +7.2% |
| 6M | -8.8% | +13.0% | -21.8% | -14.0% |
| YTD | +10.1% | +13.6% | -3.5% | +3.6% |
| 1Y | +44.2% | +20.1% | +24.1% | +32.1% |
| 3Y | +533.0% | +77.6% | +455.5% | +375.0% |
| 5Y | +443.0% | +82.4% | +360.6% | +299.8% |
| 10Y | +678.6% | +316.8% | +361.7% | +280.1% |
| All | +112.9% | +817.1% | -704.2% | -43.6% |
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