+313.0%
KINS vs VOO
+72.0%
+241.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.3% | +4.7% | +5.9% |
| 7D | +7.3% | +0.1% | +7.2% | +7.4% |
| 30D | +18.4% | -3.3% | +21.8% | +20.5% |
| 3M | +15.4% | -2.4% | +17.8% | +16.9% |
| 6M | +42.1% | +2.6% | +39.5% | +40.0% |
| YTD | +31.4% | +11.3% | +20.1% | +24.3% |
| 1Y | +49.5% | +13.4% | +36.0% | +40.1% |
| 3Y | +954.8% | +80.3% | +874.5% | +760.3% |
| 5Y | +313.0% | +72.7% | +240.3% | +232.0% |
| All | +313.0% | +72.0% | +241.0% | +232.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling