+29.5%
KGLD vs VOO
+24.2%
+5.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.3% |
| 7D | -2.0% | -0.8% | -1.3% | -1.5% |
| 30D | -1.7% | -1.1% | -0.6% | -1.0% |
| 3M | +3.2% | +3.9% | -0.7% | +0.7% |
| 6M | -18.4% | +13.6% | -32.1% | -23.7% |
| YTD | -0.1% | +12.7% | -12.8% | -6.4% |
| 1Y | +19.6% | +17.6% | +2.0% | +11.4% |
| All | +29.5% | +24.2% | +5.4% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling