+98.9%
KGS vs VOO
+18.9%
+80.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | +4.3% | -0.4% | +4.6% | +4.5% |
| 30D | +4.9% | -1.4% | +6.3% | +5.9% |
| 3M | -3.8% | +3.7% | -7.5% | -6.1% |
| 6M | +16.2% | +13.0% | +3.2% | +7.4% |
| YTD | +75.4% | +12.4% | +63.0% | +61.7% |
| 1Y | +98.9% | +18.6% | +80.3% | +92.4% |
| All | +98.9% | +18.9% | +80.0% | +92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling