+229.5%
KGS vs VOO
+81.2%
+148.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.6% |
| 7D | +14.1% | +3.3% | +10.8% | +10.5% |
| 30D | -14.6% | -2.7% | -11.9% | -12.1% |
| 3M | -27.9% | -1.7% | -26.2% | -26.5% |
| 6M | -40.1% | +3.1% | -43.2% | -41.8% |
| YTD | +21.6% | +11.9% | +9.7% | +8.5% |
| 1Y | +32.7% | +12.1% | +20.6% | +18.3% |
| 3Y | +186.3% | +78.6% | +107.7% | +96.4% |
| All | +229.5% | +81.2% | +148.3% | +128.5% |
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