+231.5%
KGS vs VOO
+80.1%
+151.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.3% | +4.9% | +4.8% |
| 7D | +0.5% | +0.1% | +0.4% | +0.3% |
| 30D | -16.5% | -3.3% | -13.1% | -13.4% |
| 3M | -24.9% | -2.4% | -22.5% | -22.9% |
| 6M | -34.9% | +2.6% | -37.5% | -36.5% |
| YTD | +22.3% | +11.3% | +11.1% | +9.8% |
| 1Y | +35.6% | +13.4% | +22.1% | +19.2% |
| 3Y | +198.9% | +80.3% | +118.6% | +105.5% |
| All | +231.5% | +80.1% | +151.4% | +131.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling