+51.5%
KGEI vs VOO
+77.4%
-25.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +21.5% |
| 3M | +22.6% | +3.9% | +18.7% | +20.2% |
| 6M | +32.3% | +13.6% | +18.6% | +22.8% |
| YTD | +66.9% | +12.7% | +54.2% | +55.6% |
| 1Y | +20.8% | +17.6% | +3.2% | +9.0% |
| 3Y | +51.5% | +77.3% | -25.8% | +1.8% |
| All | +51.5% | +77.4% | -25.9% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling