+169.8%
KNGZ vs VOO
+263.5%
-93.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.5% |
| 7D | +0.1% | +0.5% | -0.4% | -0.3% |
| 30D | -1.2% | -0.9% | -0.3% | -0.5% |
| 3M | +3.8% | +3.9% | -0.1% | +0.9% |
| 6M | +14.8% | +14.5% | +0.2% | +3.7% |
| YTD | +19.0% | +13.0% | +6.0% | +8.6% |
| 1Y | +21.9% | +19.4% | +2.4% | +6.7% |
| 3Y | +60.8% | +78.9% | -18.0% | +4.6% |
| 5Y | +62.6% | +82.3% | -19.6% | +3.4% |
| All | +169.8% | +263.5% | -93.7% | +13.6% |
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