+364.5%
KGS vs VOO
+83.8%
+280.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.8% |
| 7D | +8.5% | +0.1% | +8.4% | +8.4% |
| 30D | +9.0% | +0.1% | +9.0% | +9.0% |
| 3M | -7.4% | +2.0% | -9.4% | -9.2% |
| 6M | +9.2% | +13.0% | -3.9% | -3.5% |
| YTD | +71.4% | +13.6% | +57.8% | +50.4% |
| 1Y | +77.9% | +20.1% | +57.8% | +46.8% |
| 3Y | +294.6% | +77.6% | +217.1% | +166.8% |
| All | +364.5% | +83.8% | +280.7% | +216.8% |
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