+376.0%
KGS vs VOO
+82.8%
+293.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.0% | +3.0% |
| 7D | +7.7% | +0.5% | +7.2% | +7.1% |
| 30D | +7.9% | -0.9% | +8.8% | +8.9% |
| 3M | -4.4% | +3.9% | -8.3% | -8.1% |
| 6M | +17.6% | +14.5% | +3.1% | +2.5% |
| YTD | +75.7% | +13.0% | +62.7% | +54.9% |
| 1Y | +97.4% | +19.4% | +78.0% | +63.8% |
| 3Y | +320.3% | +78.9% | +241.5% | +185.5% |
| All | +376.0% | +82.8% | +293.2% | +226.4% |
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