+176.8%
KGS vs VOO
+75.5%
+101.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.7% | +6.7% |
| 7D | -11.1% | -2.7% | -8.4% | -8.5% |
| 30D | -23.7% | -5.4% | -18.4% | -19.0% |
| 3M | -26.2% | -4.1% | -22.1% | -22.7% |
| 6M | -40.8% | +0.7% | -41.6% | -41.3% |
| YTD | +14.1% | +8.7% | +5.4% | +4.0% |
| 1Y | +25.6% | +11.0% | +14.7% | +11.7% |
| 3Y | +176.8% | +75.5% | +101.4% | +77.7% |
| All | +176.8% | +75.5% | +101.3% | +77.7% |
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