+285.9%
KGEI vs VOO
+325.3%
-39.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.1% |
| 7D | +6.7% | -0.8% | +7.4% | +7.0% |
| 30D | +21.0% | -1.1% | +22.1% | +21.6% |
| 3M | +22.6% | +3.9% | +18.7% | +20.1% |
| 6M | +32.3% | +13.6% | +18.6% | +23.1% |
| YTD | +66.9% | +12.7% | +54.2% | +56.0% |
| 1Y | +20.8% | +17.6% | +3.2% | +10.4% |
| 3Y | +51.5% | +77.3% | -25.8% | +12.9% |
| 5Y | +837.1% | +84.1% | +753.0% | +592.7% |
| All | +285.9% | +325.3% | -39.4% | +183.5% |
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